Glenda’s goal is to help make life easier by reviewing your financial matters with you. She offers the following services to relieve you of financial chores:
- Organize your finances in a manner agreeable to you
- Write checks for your signature
- Analyze your current recurring expenses and eliminate any unwanted or no longer needed expenses
- Set-up automatic payments as warranted and approved by you
- Balance your bank statement(s)
- Review your taxes
- Collect and organize tax data for your tax preparer for unfiled taxes
- Research money saving options
- Review medical bills
- Consult with other money managers to seek solutions for any emerging concerns without divulging your privacy
- Follow your directions
For more information or to schedule a free consultation, contact Glenda by email at glenda@gdhmoneymatters.com or by phone at (251) 767-8877.