Personal

Personal Financial Management

Some of the services offered to our clients include the
following:
*Setup of home accounting system
*Bill organization and filing
*Bill payment
*Banking deposits/statement reconciliations
*Organize receipts, statements etc. for tax time
*Cashflow analysis
*Budgeting
*Investment Tracking
*Debt Management
*Act as a disinterested third party

Money is a very personal issue.
There are few things in life that effect us as greatly as our
finances. The decisions we make regarding our finances are
at once intellectual and at the same time emotional.

We help our clients focus on the important issues and assist
them in making balanced financial decisions. We work side by
side with our clients to make sure they feel a sense of
freedom, choice and opportunity that comes from having
their affairs properly managed.

From financial coaching that includes cashflow analysis, debt
management and lifestyle budgeting to bill paying and
bookkeeping, Rosen Professional Services provides custom
solutions for the needs of our clients.
We are particularly sensitive to the special needs of seniors
and those with unique requirements who may just need a
little extra help staying on top of their bills and personal
records.

As an advocate for our clients, we often work with outside
advisors, such as bankers, attorneys, financial planners and
elder care specialists. This 360 degree approach ensures that
all client issues are appropriately addressed and continually
managed.

Your needs come first. We encourage you to contact us to
inquire how we may personally serve your needs.