AWARE Consulting Firm
Master Your Money, Simplify Your Life
At AWARE Consulting Firm®, we specialize in helping individuals, families and small business owners master their finances to simplify and take control of their financial futures. Our comprehensive services include:
Budgeting assistance, debt management, financial planning, organizing financial
documents, bookkeeping cleanup and maintenance services, and navigating complex
financial decisions -First 15-mins FREE.
Our team is here to simplify the process. We provide the tools and support necessary to achieve clarity and confidence in your financial life, empowering you to reach your financial goals with ease. Let us help you master your money and transform your financial journey.
ABOUT AWARE CONSULTING
Financial Organizer
AWARE Consulting Firm® was created because growing up in a family where financial discussions were often filled with anxiety, I developed a keen interest in money management at a young age. My parents struggled to make ends meet, and I witnessed firsthand the stress that disorganization and debt can cause. Determined to break this cycle, I immersed myself in learning everything I could about budgeting, saving, and investing.
After earning my degree in accounting, I began my career in public and government accounting where I honed my analytical skills and gained valuable experience in managing budgets for large projects. While I appreciated the complexity of the public and government world, I felt a calling to make a more direct impact on people’s lives. This led me to transition into financial organizing where I could help individuals, families, and small business owners gain control over their finances.
Over the years, I have worked with a diverse range of clients, from young professionals just starting their careers to retirees looking to maximize their savings. Each experience has reinforced my belief that financial organization is about more than just numbers; it’s about building confidence and peace of mind.
I developed a structured approach to financial organizing that includes personalized budgeting assistance, debt reduction and management strategies, financial planning, organizing financial documents, tax preparation support, bookkeeping cleanup and maintenance services, and navigating complex financial decisions. My passion lies in demystifying finance and making it accessible to everyone, regardless of their background or financial literacy. I take pride in celebrating my clients’ successes, no matter how small, and guiding them toward achieving their financial goals.
Today, I am dedicated to empowering others to master their finances and simplify their lives. Through my work, I strive to instill the same sense of control and confidence that I wished my family had when I was growing up.
I
Financial Organizing Services
Supporting Your Success
Budgeting Assistance
Finding Light in Your Budget
Our budget assistance services are designed to help you shine the light in the dark areas of your finances, take control of your finances and achieve your financial goals. We offer personalized budgeting solutions tailored to your unique situation, whether
Financial Planning
Plan Today, Prosper Tomorrow
Our financial planning services are designed to help you achieve your financial goals, secure your future, and navigate life's financial milestones with confidence. Whether you're just starting to save, preparing for retirement, planning for major life event, or looking to optimize your investment strategy.
This service provides comprehensive guidance tailored to your unique finanical situation.
Organizing Financial Documents
Organized, Accessible & Secure
Our organizing financial documents services are designed to help you declutter, streamline, and secure your financial records. We understand that managing and organizing financial documents can be overwhelming, but keeping everything in order is critical for making informed financial decisions, filing taxes, planning for the future, and navigating life's important milestones. Our services are tailored to help you efficiently organize and store your financial documents, so you can reduce stress and have easy access to what you need when you need it.
Bookkeeping cleanup & Maintenance
Clean, Accurate, & Up-to-Date
Our bookkeeping cleanup and maintenance service is designed to help small business owners, entrepreneurs, and individuals get their financial records organized, accurate, and up to date. Whether you've fallen behind on your bookkeeping, need to fix errors, or simply want to establish a solid foundation for your financial records, our expert team is here to help. We ensure that your books are in a top shape, allowing you to make informed business decisions, meet compliance requirements, and plan for future growth.
“A goal without a plan is just a wish."
~ Antoine de Saint-Exupéry
TESTIMONIALS
What Clients Are Saying
Yolanda Wells- Jones
Thank you for all your help with repairing my credit and guidance on homeownership. My husband and I purchased our home on December 11, 2020. You have another satisfied customer.
CONTACT FORM
Want to hear more about how I can transform your life? Contact me today to schedule a session. Please leave a feedback on how we can improve this website experience for you. Thank you!