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

“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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There Are Risks to Being a Mensch

There is nothing worse than tracking down people who owe you money. It ruins relationships and shatters families. At the same time, everyone falls on tough times and needs a little help at least once in their lives. It is a fine line to walk, and a decision only you can make. May the odds be forever in your favor.

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Passing the Torch of Financial Literacy

It seems like every other month some magazine is talking about so-and-so’s secret to success. If you read enough of these stories, you’ll find some form of financial discipline factored heavily in almost all of them.

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