New Consulting Services

The Balance Financial Daily Money Makeover: A one-time daily finance makeover

At Balance Financial, we are now expanding our managed services to include onetime consulting services to families and small businesses around the country. With our Daily Money Makeover, we will work with you to identify the best methods and tools for you to use in managing your own daily finances more effectively. With our Daily Money Makeover, you will get:

- A custom review and analysis of how you currently manage daily finances
- Experienced feedback on ways you could improve and new methods to try
- A custom built management plan complete with recommended tools and methods
- One on one help in implementing your new plan

The program has a one-time fee between $300 and $500 depending on the complexity of the makeover. Clients will complete a questionnaire and interview to learn how we can best help. We will then work with the client to build a program that works for them. We may recommend a specific bill pay tool, expense tracking program or personal financial system. Our team is deeply knowledgeable with most major personal finance tools and can then assist the client with getting set up.

Struggling with managing daily finances?

Tried to set up Quicken and never finished?

Still writing too many checks?

Want to automate bill pay?

Not sure where your money goes each month?

Give us a call today!

If you know of a family member, friend or client that could use a Daily Money Review, please contact our staff at Balance Financial today. We will do a free evaluation to see if the program is right for you.