Judith Heft & Associates

About Judith Heft & Associates

Newly separated couples needing financial transparency
Newly widowed and divorced adults seeking assistance on finances they were often never involved in
Small businesses needing to outsource accounts payable and receivable
Bookkeeping and tracking income & expenses by property
Divorce financials with total transparency
Working closely with CPAs, Wealth Managers, Attorneys, and other teams of professionals
Relocation and travel assistance
Professional & personal organizing
Young adults managing student loan debt: Budgeting and managing expenses Finding ways to reduce debt Understanding repayment options
Budgeting and managing expenses
Finding ways to reduce debt
Newlyweds who need to manage their joint finances: Developing a joint budget Merging accounts Creating financial goals together
Developing a joint budget
Creating financial goals together
Relocating for work: Understanding cost of living differences Budgeting for moving expenses Setting up new financial accounts in a new city
Understanding cost of living differences
Budgeting for moving expenses
Setting up new financial accounts in a new city
High net worth individuals juggling multiple homes: Managing expenses for multiple properties Tracking investments and financial holdings Coordinating with property managers and service providers
Managing expenses for multiple properties
Tracking investments and financial holdings
Coordinating with property managers and service providers
Small businesses needing to outsource accounts payable and receivable: Streamlining financial processes Improving cash flow management Ensuring timely payments and invoicing
Improving cash flow management
Ensuring timely payments and invoicing
Highly successful dual income families: Streamlining household management Outsourcing daily money management tasks Creating a financial plan for the future
Outsourcing daily money management tasks
Creating a financial plan for the future
The sandwich generation: Helping older parents with financial management Managing their own daily finances Creating a plan for future care for both generations