Let's face it...life is
getting more complicated. Many things change as we mature through
life. We buy houses, build businesses, get married, create
families, enjoy new hobbies, plan for the future and more. While
life requires more time, time runs short Between work, school,
family time, sports and "me time", there's not much time left for such
things as bank and credit card reconciliations.
Fortunately, personal
financial services are no longer reserved for the rich and famous
(although that helps!). Through Justin Time's Personal
Financial Officer program, you will have a team of qualified,
experienced professionals looking over and managing the details of your
life, such as:
-
Bank Reconciliations
-
Credit Card Reconciliations
-
Budgeting Assistance
-
Debt Repayment Planning and
Assistance
-
Tax Planning
-
Personal Financial
Statements
-
Investment Tracking
-
Record Management
-
Insurance Management
Just imagine.....
You are thinking about
refinancing your mortgage. You call Justin Time to get a feel for
if the mortgage broker is ripping you off. A quick check confirms
a fair deal. You meet with the broker and go over the paperwork
requirements. The broker gives you a long, intimidating list of
financial records needed. You give the broker a Justin Time
business card and say "my financial officers will be providing these
documents - call them with any questions". Justin Time pulls the
bank statements and other documents (provided we have them), scans them
to pdf and emails them to the broker.
Sound far-fetched?
Contact Mark Miller or Kurstin Schmitz and they'll provide you personal
confirmation of the above real-life example.
