Judith Heft & Associates

Judith Heft & Associates is a service that manages household finances the way a small business would run its books. It helps individuals and families who lack the time, or the experience, to handle daily money tasks themselves. Its published material now connects it with the wealth management firm Wealthspire.

What Judith Heft & Associates offers

• Household budgeting — tracking income and expenses, and finding ways to cut debt.
• Bill paying and bookkeeping — accounts payable, receivable and records kept by property.
• Divorce financials — transparent financial records for separating couples.
• Coordination with professionals — working alongside CPAs, wealth managers and attorneys.
• Relocation and travel help — support with moves and trips.
• Organising — professional and personal organisation.

Who it works with

• Young adults managing student loan debt
• Newlyweds combining finances
• High net worth individuals with several homes
• Busy dual-income families
• People supporting ageing parents
• Newly separated, divorced or widowed adults
• Small businesses outsourcing payables and receivables