YOUR "DAY-TO-DAY" FINANCIAL ORGANIZER / HOUSEHOLD "CFO" / TAX PLANNER
In a business, the Chief Financial Officer (CFO) of a company is responsible for analyzing and reviewing financial data, reporting financial performance, preparing budgets and monitoring expenditures and costs. Wouldn't it be nice if YOU could have your own CFO in your own life? That's what My Personal Business, LLC (MPB), wants to do for you!
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"Financial Concierge" services for your busy life:
FINANCIAL AND DOCUMENT ORGANIZATION
PERSONAL FINANCIAL STATEMENTS/ANALYSIS
BUDGETING & CASH FLOW MANAGEMENT
DEBT REDUCTION ASSISTANCE
PERSONAL INCOME TAX SERVICES
Your personal business is My Personal Business
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Do you lack a system or the time to manage and file all your financial records, bills and tax related documents? Do you have a hard time keeping track of where your money is going on a regular basis or if you are meeting your savings and investing goals? That's MY PERSONAL BUSINESS!!
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, budgeting, cash flow management techniques, debt reduction strategies, and asset allocation advice
- "Minimize" tax time hassles (and taxable income) through year-round tax planning and information gathering
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