What is a Financial Concierge?
Is your credit score in jeopardy because you are too busy to pay your bills on time? Did you miss a tax payment or fall behind on your mortgage or credit card payment because you were traveling? We will not only maintain the records, we will ensure timely payment of estimated taxes, property taxes, insurance premiums, credit card bills, auto registrations, mortgages, utility bills, and others. Our clients have high credit scores! Working with a personal financial concierge will keep you financially organized.
We will track your charitable contributions and make sure we have the supporting documents; we will fill out your tax organizer so you can relax on the beach in March and April.
Are you contemplating a divorce or looking to modify your existing financial agreement? We can help you come up with the numbers for your financial affidavit/statement of net worth.
Are you part of the sandwich generation trying to juggle helping your older parents with their finances as well as dealing with your own bills? Are your parents becoming more and more dependent on you for daily money management? For older adults, we will make timely bill payments, organize their financial records, manage their mail, and maintain records.
What financial decision would you have made differently?
May 7th, 2019
I recently joined a Facebook group called Her Money by Jean Chatzky. Once I settled in,…
Judith Heft & Associates Celebrates 23 Years!
April 30th, 2019
Judith Heft & Associates is celebrating 23 years of business, and I think that’s something to…