Assisting with Personal Financial Affairs
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Located in Austin, TX; Serving the United States
Understanding Family Financial Challenges
Let Us Get Your Family's Finances in Order Today
Finding the time and patience to deal with finances can be overwhelming for busy families. We understand how stressful this situation can be.
Here are some of the common issues causing problems:
No time to get finances organized
Hate doing money management work
Financial things never seem to get done
Feeling of being buried in finance-related papers and emails
Bills aren't being paid on time and accruing late fees
Unsure where money goes and would love a spending plan
Unmanageable credit card debt
Don’t feel you have enough savings
Feeling the family is not working together on finances
No legal documents in place, such as a will, power of attorney, healthcare proxy, advance directives
Tax filing information is in disarray
We Provide Professional Services to Get Your Family's Finances in Order
Here are the comprehensive solutions we provide:
Organize related paperwork and emails
Manage and oversee bill payment
Computerize, organize, and categorize all income and expenses
Review expenditures to identify possible savings
Provide detailed income and expense reports
Review and consultation meetings within the home or via online meetings, during day or evenings at your convenience
Establish an ongoing, workable family spending plan
Address debt with the creation of a debt reduction plan
Create savings plans
Referrals to investment and legal professionals to build a team for the client
Identification and organization of tax items and documents for submission to a tax preparer
Located in Austin Texas we conduct work in your home or remotely in our office, whichever is your preference. Our online meeting capability allows us to meet with you at your convenience.
Our online technologies allow Managing Your Matters to provide services to clients throughout the U.S.
Reach out today
to discuss your concerns and schedule a consultation with Elizabeth Ball.
Learn Effective Tools to Manage Your Own Family Finances
Some clients feel that the best way to truly get a grasp of how to properly maintain their finances is to learn the process themselves.
Managing Your Matters provides in-home and online tuition services to address all aspects of daily money management.
Contact us today to get started with your next session.
Call 512-663-3830 for a FREE Initial Consultation
Ask About Same-Day Appointments.
"Elizabeth takes care of the drudgery of keeping up with our bills, paperwork and the financial details of my life. She has us organized and on a spending plan. We love it. It's a great service"
P. Kinnear, Austin
About Managing Your Matters
Elizabeth Ball of Managing Your Matters will assist you in a customized manner based on your unique needs.
Serving the Entire US
Contact Elizabeth Ball
Managing Your Matters
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