Handling personal and small business daily financial matters to foster a better financial trajectory. Fiscally Balanced® can take the burden of helping with daily financial tasks and creating a better financial workflow.
404.865.1299
info@fiscallybalanced.com
A Daily Money Manager (DMM) assists by handling personal and small business daily financial matters to foster a better financial trajectory. Fiscally Balanced® can take the burden of helping with daily financial tasks and creating a better financial workflow.
Our clients include individuals, families, small businesses, adult children, seniors, busy professionals, travelers, people in life transition (e.g. marriage, recently single, loss of a spouse) and fiduciaries. We support our clients with budgeting, spend analysis, bill payment and financial organization services. We use a tailored approach to each client and work can be a one-time need or on-going assistance.
A member of the American Association of Daily Money Managers (AADMM), must adhere to a Code Of Ethics and high Standards Of Practice. AADMM also performs a background check every two years on all members through an independent agency chosen by them. The badge in the footer of this page showcases our membership to AADMM and our certification of Bill.com. Paula served on the National Board of Directors for AADMM from January 2021 through December 2022.
These professionals play a critical role in your overall financial health. As DMMs, we complement these professionals by preparing and organizing documents and financial records so they can more effectively help with their respective specialties. We can meet with you and any professional as your liaison should you desire. We can also refer you to any of these professionals and others should you or your family need assistance beyond what our services cover.
A fiduciary is a person or organization that acts on behalf and in the best interest of another person or their estate. Fiscally Balanced®, LLC can be hired by someone that is a fiduciary needing support in their role. We can provide assistance throughout the process including consultation, financial organization, and bill payment services.
After working in the legal industry for almost 17 years, Paula understands the importance of handling sensitive client data and ensuring this information stays confidential. We outline confidentiality of your personal sensitive information within the Letter of Engagement. Should you want us to have the ability to discuss your personal matters with anyone besides you, we require a separate authorization form to be signed so there is no ambiguity. Additionally, the Code of Ethics and Standards of Practice outlined within the membership of AADMM are well-defined about privacy and confidentiality. Lastly, Paula’s personal beliefs of “Do unto others as you would have them do unto you” is foundational in to how we handle all matters.
Your first consultation is complimentary. Even if you do not see the service you need listed on one of our services pages, please feel free to reach out to us. We’re happy to understand your goals and let you know if we can support you or refer you to someone else better suited to handle your needs.
Work is performed remotely, but some situations or tasks may need to be handled in-person in the Metro Atlanta area.
Every engagement is completely tailored to the needs of the client based upon services requested and desired goals. Work can be a one-time need or on-going assistance and all engagements can be canceled anytime.
Every engagement is completely tailored to the needs of the client based upon services requested and desired goals. We are more than happy to accommodate educating you as opposed to us performing services on your behalf, which can be discussed in our initial complimentary consultation.
Fiscally Balanced® has insurance from Dominion Insurance underwritten by Lloyd’s of London, which is a tailored policy to daily money managers.
The first consultation is complimentary. This time together will allow us to discuss your needs and the goals you want to achieve. If we determine that it is a good fit for both of us respectively, then a Letter of Engagement is signed and services and travel time are billed at an hourly rate. A retainer is required up front and held to be applied to your final invoice. Some clients find that the cost savings offset the cost of services, while others find the peace of mind to having their financial life organized to be priceless.
Schedule a complimentary consultation to get all your questions answered.
