Personal Financial Services, LLC

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Introduction: My business is personalized. It's a service that can help many people from the busy business person, the disabled and the aged population, especially those who don't live near their loved one. It's all about helping people. I've done this for the past 9 years in several capacities and just enjoy lifting the burden off those who need it. It's a much needed service which can still involve the client as much or as little as they want. It's difficult "giving up" independence, so in this way, the client still feels connected and involved.

Overview

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11 years in business

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Deborah Henning

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is very reasonable. The financial savings on having someone work remotely is smart. No travel time charged and no waiting for quick responses on questions or concerns.
What is your typical process for working with a new customer?
I like to meet my client and establish working preferences. I like to know how involved they want to be, or if there is a family member they want me to work through. I want to build a trusting relationship.
What education and/or training do you have that relates to your work?
I'm a Credentialed Daily Money Manager - trained and credentialed through the American Association of Daily Money Managers. We closely follow a Code of Ethics. Every three years I renew my credentials.