Need more time before hiring The Alexandrite Group as your personal and family budget advisor?
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Is it time to hire a professional personal and family budget advisor?
Our clients, many of whom are experienced and savvy individuals, are frequently hesitant to visit us. They feel embarrassed or ashamed that they do not know more about managing their own money, which they have worked so hard to earn. Others have difficulty accepting the fact that they have apparently lost control of their finances, primarily because of challenging economic times.
Managing money, like any other life skill, must be learned.
As your personal budget advisor, we put clients at ease and welcome any questions they may have regarding money. There is no need to feel embarrassed – we want to respond to every question clients have concerning money. We offer “a safe place to master freedom from financial worry.”
Not sure if you are ready, ask yourself these questions:
- Can you afford your home? Are you selling it because you can not, or to avoid foreclosure?
- Are you uncomfortable with your credit card balances?
- Do you have more than seven or eight credit cards each with an outstanding balance?
- Are you paying certain bills while allowing others to go unpaid?
- Have you stopped opening your investment statements?
- Have you incurred over-limit or over-draft fees more than once in the past year?
- Do you find you are enjoying life less because you have cut back too much?
- Have you neglected to set up an emergency fund?
- Have you yelled at your child(ren) when they have asked for something you feel you can not afford?
- Do you use your credit card to pay for every day items?
- Have you avoided or stopped saving for retirement?
- Is worrying about money causing you to lose sleep?
- Are you feeling overwhelmed?
If you answered yes to three or more questions, then you are ready to partner with The Alexandrite Group as your personal and family budget advisor. Call Diane Nissen Friedman today, for a consultation.
What we do:
We work with individuals, couples, and families, who need help with money issues. We listen to each client’s concerns and help them address money challenges arising from or relating to job loss, decreased credit score, reducing credit card debt, consolidating debt, teaching life money management skills (i.e. budgeting, balancing check book, or obtaining an auto loan). We teach clients how to adjust their spending to adapt to changes in real life situations.
We teach clients the skills they need to address their own unique financial challenges. When necessary, we refer clients to other professionals we personally know and trust. You may choose to consult with them or find your own.
We guide clients through our proven four-step process – 1) preparing written goals, 2) preparing their spending plan, 3) implementing their spending plan, and 4) regularly monitoring and reviewing their spending plan.
What we do not do:
While we will assist clients in explaining various investment opportunities, we do not directly manage our clients’ money. We are an educational organization that believes all individuals should have a strong understanding of how money works.
We do not compete or replace your financial planner. We enable you to understand what your financial planner does for you. We help you find ways to have more money available for investing.