HOW WE WORK TOGETHER
"What do we live for if not to make life less difficult for each other?"
~George Eliot, Novelist
When trying to sort through your money matters, you may find you want more help.
Below is a complete list of the issues that I can help you with. All of these services have been previously provided to women just like you, some needing guidance to get to a fair divorce settlement and start a fresh new life.
More recently, many women in different situations have used these same services for planning a secure future.
It has helped them achieve peace of mind, understanding their current lifestyles and knowing they will avoid unpleasant surprises in the future.
What are YOU unsure of? I can help you with any or all of these services.
Personal Budget - Banking and Expenses
Personal and Property Insurance - Health, Homeowners & Tenant, Auto & Life
Future Planning - Will & Associated Documents, Retirement, Disability, College Planning
Home Buying and Selling - Realtors, Mortgage, Credit Reports, "Designed to Sell"
Divorce - Pre-Planning, In The Trenches, Final Negotiations - Preventing Loose Ends
Personal & Small Business Income Taxes - Income & Deductions and Planning
The 5 Step System To Set Your Financial Future On Autopilot
1 - STABILIZE YOUR MONEY MINDSET
Take a break and put your feet up. You CAN reach your goals. Learn to relax and become empowered to transform doubts and frustrations into positive energy, so you can secure your financial future.
2 - ORGANIZE YOUR DOCUMENTS
This step gets you prepared. You will have a physical system set up as your springboard. It will include your insurance policies, future planning, taxes and various types of savings.
3 - ANALYZE WHAT YOU HAVE
Each of your documents is analyzed to determine the details of what each type of future protection is costing, how to save taxes, and save more.
4 - PRIORITIZE SO YOU CAN SAVE
Based on your lifestyle and your needs, the details of each type of future protection, tax strategies, and savings plans are decided upon.
5 - FINALIZE YOUR FUTURE PLANS
To wrap it up, all decisions for your future are put into finalized form. If they eventually need tweaks, you will be ready to make smart decisions.
How We Work Together - Done WITH You
Monthly Scheduled Arrangement
Most women prefer a monthly arrangement. Based on your needs we start with a time frame that should allow us to get most of your needs met. After that, we proceed on a month by month basis until you've got all your ducks in a row and feel secure. There are no overwhelming deadlines and the entire process is personalized. Our contact will be a combination of scheduled phone and Skype calls, and unlimited emails within reason.
OR, IF TIME IS OF THE ESSENCE, SUCH AS WHEN BUYING A HOME, YOU MAY NEED...
One or Two Week Intensives
Women who wish to work quickly to get organized, replace existing policies and maybe have a deadline, prefer this type of arrangement. This may be possible in person depending upon your location, or can be accommodated via phone and other electronic devices. We will work through the same objectives as the monthly arrangement, simply at an accelerated pace.
Latest posts by Ellen Wanamaker (see all)
- 5 Tax Savings Steps Using Itemized Deductions - January 5, 2019
- At What Age Should Women Begin To Create Their Emergency Fund? - August 2, 2017
- Why An Emergency Fund Is A Must For Every Woman’s Financial Fitness - July 26, 2017
- Additional Refunds With Amended Tax Returns - May 1, 2017
- Estimated Tax Payments – The Real Deal - April 10, 2017