Personal Services

During our lives we go through many different stages.  Our education, our finances, our health, just to name a few.  For our finances, we take different approaches depending on what stage of life we are in. 

You may be constantly struggling.  Trying to get kids where they need to be, food on the table and clothes in the dryer.  The best program for you may be to have help in managing the everyday financial responsibilities. This provides you with the ability to be in two places at one time.  You can take care of the day-to-day responsibilities of the home and family while you (through H&A) also take care of the financial tasks.

Maybe you are living paycheck to paycheck and want to know where all of your money is going. You would like to be more in control of things, but need some coaching on how to navigate through it all. You want to be able to manage your life AND your finances instead of it all managing you.  You just don't have the time to get it all figured out.  H&A will step in and take that piece off your plate and get it all set up and nicely organized so that you can begin to learn how to manage your own personal finances.  Something you may have never been taught before. 

Other scenarios may be that you're a busy professional without any time to spare, a newly single person who needs a helping hand or maybe you travel so much for business or pleasure that you just need someone at home base to keep things organized.

After 22 years in the banking industry and 10 years working with clients, we found that when it comes to managing your finances, one size does NOT fit all.

Check out the Compass Programs to see which program best fits you.....



Thank you both so much for the work that you have done for us to help us see the light.

It is because of you that things are sooo much better.

Member of American Association of Daily Money Managers
American Institute of Professional Bookkeepers Member
Dave Ramsey Certfied Counselor