Balanced
A Holistic Approach to Financial Wellness

Your Path to Financial Wellness

 
         I offer a unique approach to supporting your personal or business finances. I can help you make peace with your wealth issues as your money therapist.
 
       After an initial ½ hour consultation we will set up a longer meeting for a complete fiscal analysis, income and expense clarification, goal setting, planning, and mission visioning. This session lasts at least 3 hours. We determine tasks, roles and define our partnership. I read your tarot cards for meditation and direction, and mindfulness practices are incorporated into our work.
 
       Ongoing maintenance can be weekly, monthly or seasonal. This will include directional check in, success coaching, holistic support and bookkeeping or accounting work as needed. I provide you with complete reports to support your work.

      We adjust your path as necessary to achieve success.