Instead, we provide
comprehensive financial counsel while developing a personalized financial plan that reflects each family's needs, objectives and aspirations.
Not exact matches
For people that were current on their bills but wanted to do better, we offered the Debt Eliminator service to show them how,
comprehensive financial tracking through our Ultimate Spending Plan budget tracking books, online bill payment capabilities, and Financial Recovery Counseling for those that had spending issues they wanted to
financial tracking through our Ultimate Spending Plan budget tracking books, online bill payment capabilities, and
Financial Recovery Counseling for those that had spending issues they wanted to
Financial Recovery
Counseling for those that had spending issues they wanted to overcome.
Provide innovative services, facilitate flexible lending products and offer a reliable, consistent process as our goal to be an invaluable provider of home buyer services and training; Afford to our client home buyers
comprehensive, pre - and post-purchase education, foreclosure prevention
counseling and resources when they are ready to purchase, rehabilitate, insure and maintain their home, and; Develop unique
financial fitness programs to help home buyers make smart
financial choices and manage their resources wisely.
Through strategic partnerships and a
comprehensive package of diverse
financial counseling programs, tools, and services, Senior Solutions aims to help American citizens over the age of 50 achieve
financial stability throughout their retirement years.
Our
comprehensive certification programs represent the gold standard for
financial counseling, coaching and education, including the AFC ® (Accredited Financial Counselor ®) certification which is accredited by NCCA and nationally recognized by CFPB
financial counseling, coaching and education, including the AFC ® (Accredited
Financial Counselor ®) certification which is accredited by NCCA and nationally recognized by CFPB
Financial Counselor ®) certification which is accredited by NCCA and nationally recognized by CFPB and DoD.
Basil's Buddies has a
comprehensive list of Michigan and national organizations offering
financial assistance, low - cost wellness care, vet care, food banks, and behavioral
counseling.
Excel in program and organizational planning, with documented success overcoming challenges of limited resources and
financial constraints to design high - quality, cost - effective and
comprehensive service offerings skills Domestic Violence Certification Life skills
counseling Sexual assault victim
counseling Organized Culturally - sensitive Medicare and Medicaid applications Skilled community - based case manager
As an accomplished Education & Admissions Counselor over 5 years of expertise implementing
comprehensive programs and training, I offer a combination of leadership and knowledge of admissions process,
financial aid, aptitude, and education
counseling.
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and
financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside
counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including
comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and
financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation
We can
counsel you with a
comprehensive financial plan, or straightforward advice regarding a specific question.
The
comprehensive suite of services will include therapeutic,
financial, and drug and alcohol
counselling, psychiatric consultations, vocational guidance, help with job seeking and health and wellbeing services for Aboriginal young people.
Provide innovative services, facilitate flexible lending products and offer a reliable, consistent process as our goal to be an invaluable provider of home buyer services and training; Afford to our client home buyers
comprehensive, pre - and post-purchase education, foreclosure prevention
counseling and resources when they are ready to purchase, rehabilitate, insure and maintain their home, and; Develop unique
financial fitness programs to help home buyers make smart
financial choices and manage their resources wisely.