Providing hands-on organizing or consulting to unclutter and organize your personal affairs (taxes, budgets, finances).  
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FINANCIAL MANAGEMENT
  • Financial Organizing and Consulting
  • Budget Development and Management
  • Tax Preparation Assistance
  • Setup Bill Payment and Filing Systems
  • Bookkeeping Management
  • Identity Theft Protection
  • Review and Negotiate Insurance Policies
SOME DETAILS ON IDENTITY THEFT PROTECTION:
Shred old, unused, outdated documents.  Why?  Identify theft can occur when you throw documents away in the trash. 
  • #1 Crime in America
  • Grows by more than 25% per year
  • Fastest growing crime today
  • Affects 1 in 23 adults in the United States
Did you know that if you employ even one person, even in the home only, such as a Nanny or Gardener, you can be held liable if they are subject to identify theft?  There is a law now in effect on this area.  Make sure you understand how to protect you and your family.

"What I most appreciated about Brenda was her thorough check lists.  She has a well-thought out money management process.  My original need was for budget help which turned into a lot more.  Yes, money was slipping thru mine and my husband’s pockets."
Sonia M [Encinitas, CA]

"Thank you Brenda for our time today, from this deeply personal and vulnerable part of my head and my heart . . . it was time and money well spent.  I'm glad I took my time in deciding how/who/where to make the investment to get the help I need.  It hasn't all sunk in today yet - but I think I can give myself permission to say, that I finally found the right person to help me work through this critical path to move forward.

Thanks so much for your wisdom, insights, candor and expertise.  Feel like a large load was partially taken off my shoulders today.  It's been there a long time."
​Elaine N [El Cajon, CA]