Services Provided

Individuals, Couples, Families, Entrepreneurs, and Small Businesses

Solutions tailored to your specific needs may include Analysis, Strategizing, Coaching, Training, and Implementing Systems on the following to name a few:

  • Debt Elimination

  • Planning, Budgeting, & Forecasting

  • Managing Risk

  • Wealth Building

  • Mediation for Couples and Others

  • Premarital Financial Planning

  • Strategies for Family include Ideas for Teaching Children Money Management Skills

  • Money Management Calculators, Tools, etc.

  • Bill pay for Handicap, Elderly, and Others

  • Cash Flow Improvement

  • Profit, Process, and People

  • Bookkeeping (Quickbooks, XERO)

  • Professional Organizing

  • Creating Reports for Tracking Return on Investment

  • Invoicing

  • CRM Database Setup (ACT!. Salesforce, etc.)

The logo -  3 gears or cogwheels signifies a working relationship.  A connection occurs among the gears to create action.  Together, the geared devices can change speed and direction.  The logo signifies the dynamic of our coaching relationship.

Patricia Reider has completed Ramsey Solutions Financial Coach Master Training.  Completion of Ramsey Solutions Financial Coach Master Training does not create an employment or agency relationship with Ramsey Solutions or its affiliates.  It does not constitute a license or credentials to engage in legal, tax, accounting, investment, or other professional services.  Completing the Certified  Financial Coach Master Training (FCMT) does not constitute an endorsement or recommendation by Dave Ramsey.   Upon completion of FCMT,  Ms. Reider is a Ramsey Preferred Coach.  

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