We treat running a household like running a small business.
Just like a successful business, your household also requires intelligent decisions to ensure efficient operations. We help people in all stages of their financial lifecycles, whether you’re a young adult managing student loan debt, or a high net worth family with no time to manage the household like a business. Life is complicated. Assets and financial holdings need to be tracked. Paperwork and bookkeeping for properties, investments, contributions, and accounts often require more time and attention than you have available. Scheduling involves the coordination of several calendars. It may be time to bring an organizer into your life. Judith Heft & Associates has a proven track record of bringing order to chaos. Whether you need a financial organizer, bookkeeper, daily money manager, or simply a guide to your new financial independence, Judith Heft & Associates can help simplify your life and give you more time to pursue the things you love. Don’t let financial stress hold you back from enjoying your life. Let us help you get organized and achieve your goals.
Judith Heft & Associates caters to:
- Young adults managing student loan debt
- Newlyweds managing joint finances and planning to start a family
- High net worth individuals juggling multiple homes
- Highly successful dual income families where there is lack of time to manage the household as a business
- The sandwich generation helping their older parents with their finances as well as dealing with their own daily money management
- Newly separated couples needing financial transparency
- Newly widowed and divorced adults seeking assistance on finances they were often never involved in
- Small businesses needing to outsource accounts payable and receivable
SERVICES
- Bookkeeping and tracking income & expenses by property
- Divorce financials with total transparency
- Negotiating with vendors
- Maintaining tax records
- Working closely with CPAs, Wealth Managers, Attorneys, and other teams of professionals
- Relocation and travel assistance
- Scheduling
- Liaison/Elder services
- Professional & personal organizing
- Young adults managing student loan debt:
- Budgeting and managing expenses
- Finding ways to reduce debt
- Understanding repayment options
- Newlyweds who need to manage their joint finances:
- Developing a joint budget
- Merging accounts
- Creating financial goals together
- Relocating for work:
- Understanding cost of living differences
- Budgeting for moving expenses
- Setting up new financial accounts in a new city
- High net worth individuals juggling multiple homes:
- Managing expenses for multiple properties
- Tracking investments and financial holdings
- Coordinating with property managers and service providers
- Small businesses needing to outsource accounts payable and receivable:
- Streamlining financial processes
- Improving cash flow management
- Ensuring timely payments and invoicing.
- Highly successful dual income families:
- Streamlining household management
- Outsourcing daily money management tasks
- Creating a financial plan for the future
- The sandwich generation:
- Helping older parents with financial management
- Managing their own daily finances
- Creating a plan for future care for both generations
- Newly separated couples:
- Separating financial accounts and assets
- Establishing financial transparency
- Developing a new budget