Personal Financial Services

With Christmas right around the corner, it can be easy to overspend and worry about it next year. One way to avoid that is to create a budget for each person and track expenses in a spreadsheet.

Renters insurance is an important item, but not something everyone thinks of. Imagine the cost of replacing everything you own: laptop, clothes, kitchen items and other miscellaneous items. That can be avoided at a cost of $12- $17 a month.

Wondering where your money is going to and why you are not able to save as much as you would like? We can meet in person or over the phone for a consult. At the end of it, you will receive a spreadsheet with monthly income and expenses as well as tips on how to reduce expenses. The consult fee is $60.