DO YOU NEED TO GET FINANCIALLY ORGANIZED?

It may be time to bring a financial organizer into your life. Running a household is like running a business. Similar to a business, the household requires intelligent decisions to promote efficient operations. As a high-net-worth individual, your 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 built its reputation on making order out of chaos. Whether you are looking for a professional, personal, or financial organizer, need a bookkeeper or require a daily money manager, Judith Heft & Associates can help by simplifying your life and giving you more time to do what you want to do.
 

BOOKKEEPING AND DAILY MONEY MANAGEMENT FOR BUSY PEOPLE

SERVICES

  • Bookkeeping and tracking income & expenses by property
  • Divorce financials
  • Negotiating with vendors
  • Maintaining tax records
  • Working closely with CPA and other team of professionals

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LATEST FROM THE BLOG

Facebook’s New, Social Money

We have yet to see how Libra will insinuate itself into our Facebook experiences, or how well it will work. Will it be any easier than Apple Pay or Venmo? What about privacy concerns — will our ads be tailored to our balances?

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Should I close out my excess credit cards?

If you have a card that has high annual fees and you don’t use the card, before you close it try to negotiate a lower annual fee. If you have cards that have high interest rates and you use them a lot, it’s best to pay off the cards with the higher interest rates first.

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“I love you. How much money do you have?”

Couples who cannot agree on financial manners are more likely to get a divorce than those who are on the same page about things. It’s unfortunate that financial literacy in a potential partner is not as sought-after as a nice car or paycheck. That’s why it’s up to you to bring it up.

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