We care about both your business and you as a person. Similar to our philosophy about accounting books, we believe that once you know where your personal finances stand, you can make more informed decisions about your financial future. We have a passion for helping the average person get a handle on their finances. We do not provide tax or investment advice, but we do provide support for budgeting and general financial decisions.
Specifically, we can:
- Help you assess where your money is going.
- Help you build a budget that works for your personal situation.
- Create a one or multi-year financial plan (e.g., savings, debt repayment, etc.) based on your personal goals.
- Review different financial scenarios to make financial decisions. For example, if I want to pay this loan off in 2 years instead of 4, how will the rest of my financial life be affected in order to make that happen? Should I make extra payments every month to X or just make 1 extra payment at the end of the year? What do I have to do today to be able to afford X by X date? No question is off limits (unless it’s about taxes or investment advice).
- Help keep you accountable to the budget or plan that you have set for yourself via monthly check-ins.
If any of the above services would be helpful to you, please reach out to us. We’d be happy to help!
Our Services
Contact
PHONE
1-908-444-6050
contact@stainlessbooks.com