Paula K. Canaday - Daeke
I am the Owner and Founder of Fiscally Balanced® and I am honored to have my clients entrust me with access to and advising on matters pertaining to their daily financial lives.
I was given the blessing of having two wonderful parents who modeled responsible money practices. At age eight, my mom assisted me in opening my first savings account and I added small amounts of money to this account over many years. As a teenager, I created my own budgeting system using the envelope method from my tips and income as a server. Even with only a few financial obligations, it provided me a foundation of financial discipline. When I started college, my dad co-signed a 12-month bank loan with me at 19.542% interest to buy a computer and printer to support my major in Computer Information Systems, since the computer lab wasn’t open all night. While having a computer and printer in my dorm helped me greatly with my college assignments and assisted in gaining much needed credit for the future, it also taught me a lot about how much more you pay for an item when you are indebted to a bank. Those early experiences with money helped shape a strong foundation for my money practices in the future.
In my early adult years, I learned the hard way the importance of emergency savings. My car broke down and left me stranded multiple times, and I ended up with some credit card debt for the first time. After graduating college with some student loan and credit card debt, I became hyper-focused to pay it off as fast as possible with my new salary from my technology consulting job. I continued to create and track my budget and had the discipline to pay off my debt over the next few years. This experience led to many folks seeking my advice on their personal finances throughout my adult life.
This became the inspiration for me creating Fiscally Balanced® in 2018 to help handle personal daily financial matters for those limited in ability, knowledge, time, or even desire. Fiscally Balanced can take the burden of helping with daily financial tasks and creating a better financial workflow using a tailored approach to one’s daily money management needs. I gain great satisfaction in teaching and equipping others with skills for strong and responsible money practices. Alternatively, if life circumstances involve us performing daily financial tasks for you, we are here to support your needs.
Fiscally Balanced works with varying types of clients including individuals, families, small businesses, adult children, seniors, busy professionals, travelers, people in life transition, and fiduciaries. We help with budgeting and spend analysis, bill payment, and financial organization. Work is performed remotely, but some situations or tasks may need to be handled in-person. Our approach is to help only where help is needed as one-time support or ongoing assistance, always starting with the client’s goals in mind.
I am passionate about helping people achieve their financial objectives and live a more balanced financial life. Tailoring our solutions of handling daily financial matters to foster a better financial trajectory and support your financial journey is our ultimate goal.
Meet Samantha »
Who We Help »
Schedule a Complimentary Consultation »