Financial Coaching

As your Financial Coach, we can provide the following services to assist you in taking control of your financial needs.

• ​Reconciling bank statements
• Budgeting and cash flow management
• Review and reconcile credit card statements
• Negotiate with creditors to reduce debt
• Track income and expenses for budgeting and tax deduction reporting
• Provide user-friendly financial reports
• Assistance with organizing information for tax return preparation
• Interface with other professionals including your CPA, financial advisor and attorney
• Review and analyze credit reports

​​​To inquire about our financial coaching process, contact us at (859) 653-4803
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