"Financial Concierge" services for your busy life:
FINANCIAL AND DOCUMENT ORGANIZATION
PERSONAL FINANCIAL STATEMENTS/ANALYSIS
PERSONAL INCOME TAX SERVICES
BILL PAYING/MANAGEMENT
Your personal business is My Personal Business
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| My Personal Business, LLC (“MPB”) Mission Statement
My Personal Business, LLC’s mission is to simplify people’s financial lives so they can use their invaluable time on activities they want to do rather on those they have to do. Specifically, its aim is to perform the following services for its clients:
- "Organize" - Advise on and implement best practices in achieving and maintaining a more organized financial and personal life through document management services and personal/financial record keeping
- "Analyze" - Facilitate the achievement of financial goals through preparation and analysis of personal financial statements and advisement on day to day financial decisions
- "Minimize" tax time hassles (and taxable income) through year-round tax planning and information gathering
Other services provided include bill paying, handling billing issues, and service/product research
The concept behind MPB is to take a holistic approach to financial organization. For example, when a bill is filed by MPB that is deemed deductible for tax purposes, your current year tax information will automatically be updated to reflect this.
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