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Assisting with Personal Financial Affairs

Families

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: 
  • You have no time to get finances organized
  • You dislike doing money management work
  • Your financial tasks never seem to get done
  • You feel buried in finance-related papers and emails
  • Your bills are not being paid on time and accruing late fees
  • You are unsure where money goes and would love a spending plan
  • You have unmanageable credit card debt
  • You don’t feel you have enough savings
  • You feel the family should work together on finances
  • You don't have legal documents in place, such as a will, power of attorney, healthcare proxy, advance directives
  • Your 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
(30 minutes).
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
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