Brett Roos categorizes money questions into three segments: * Past money (feelings about money in the past) * Present money (current financial situation and habits) * Future money (financial goals and aspirations)
It's time to get your finances in order.
We empower you to master your finances—steering clear of risks and confidently reaching your goals.
With experience spanning every corner of accounting from public to private sectors, nonprofits to multimillion-dollar corporations. I've used quickbooks since it came on floppy disks, so I've seen and solved all the issues.
Talking about money with your partner is crucial because it helps establish shared goals, understand each other's values and beliefs about money, create a road map for financial decisions, and prevent financial conflicts or infidelity. It can also be a significant factor in the success and longevity of a relationship.
Our pricing is based on the specific services you require and the complexity of your financial needs. Contact us for a detailed quote tailored to your business.
We integrate with a wide range of financial software, including QuickBooks and other popular accounting tools. If you have specific software needs, let us know, and we'll work to accommodate them.
We would be happy to meet you and learn all about your business.
Holly L’Italien
The Wellness Place
