Struggling to see to the forest for the trees? We can help you find your path through the financial forest.

Path through the financial forest

Overview

Do you have stacks of receipts, charge slips and bank statements checks piling up on your desk? Do you have unpaid bills and don't know where to start?  Have you balanced your checking account recently? Does your family live too far away to assist with your financial management?  Do you have an elderly family member who needs help with their daily finances?  Do you struggle with managing your budget and feel overwhelmed with credit card or other debts.  Or are you just tired of doing it yourself?

 

We all feel the challenges of daily life.  Whether you are a growing family with young children, or caring for an elderly parent or family member, it is easy to quickly feel overwhelmed. Balancing this out can oftentimes be difficult and seem next to impossible.  Consider how much time is devoted how much time is devoted to your finances each month in addition to all the other pressures you may face. J Moore Associates provides personal daily money management services that will free you from day-to-day financial stresses and create the system you need.

 

Often we do not ask for help until we are faced with crisis such as collection calls or having utilities disconnected.  There are steps you can take to determine if daily money management services are needed before such an emergency occurs.  Some common warning signs to look for are, failure to record checks or deposits, increased transfer activities between accounts, paying the same bill twice, payments to unknown an unknown person or company.

 

All home money management services are custom-planned to provide exactly the support needed on short-term or ongoing basis.   We are able to offer the exact options to fit your circumstances giving you the level of involvement and control you want.  Contact us today for an initial in-home consultation.  We work around your schedule, evening and weekend appointments available and we make house calls.