When I became a CPA over 12 years ago, I realized many people weren't ready to file taxes. They were swimming in paperwork, had no systems in place to get totals, and needed help all year long.
Welcome to your money "ER." Here you'll find systems designed to help you first get organized and take the stress out of managing your money.
Browse around and get a checkup so I can give you a customized Rx to start you on a whole new journey. I guarantee, I have medicine everyone's system can handle!
The open, real discussion about money and my relationship with it is what I liked most. Being in this clinic gave me 4 strategies to implement this week. I know this program will take my ideas and what I know to do into the habits and actions to make the difference!
I liked the fact that I can manage my money and not be fearful about it. She makes it seem fun and simple.
I liked the honesty; not feeling judged.
I liked the optimism in her approach to handling money and the accountability.
I liked that we touched on some real subjects, more like a friend to help with money. It felt more like a Money Doctor friend than just a new client.