This week Stephanie Rodin chats with her guest, Judy Heft. The two chat about how Judy fell into the financial world 28 years ago by saying yes to everything, and the financial concierge and forensic bookkeeping services that are offered by Judith Heft & Associates.
In this episode, we discuss:
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How she fell into the financial world 28 years ago by saying yes to everything
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The wide range of people and businesses that Judy and her team help and what they do for them
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Why it’s important to run a household in the same way you would run a business
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How spending plans are set up with clients, and how often they revisit for revision
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What differences can be found in managing the financials of married couples, seniors, and retirees
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What financial concierge and forensic bookkeeping services are offered by Judy’s company
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What knowledge can be found in Judy’s books
Judy Heft is the founder and president of Judith Heft & Associates celebrating over 28 years helping high net-worth individuals and small businesses with bookkeeping and bill pay. She is an author, financial organizer, bookkeeper, and much more. In her role as a professional and personal financial organizer, Judy combines her talents and experience in organization and financial assistance. Recognizing the unique needs of each of her clients, Judy steps in with customized organization services, including bill paying, financial record keeping, tracking of expenses and contributions, and related correspondence with banks, vendors, insurance companies and healthcare providers. Her books, “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow,“ and “Mastering Your Financial Lifecycles: How to Successfully Manage Money in Every Decade of Life,” are available on Amazon.
EMAIL: judy@judithheft.com
LINKEDIN: www.linkedin.com/judyheft
WEBSITE: www.judithheft.com
FACEBOOK: www.facebook.com/judithheftassoc
INSTAGRAM: www.Instagram.com/judithheftassociates
YOUTUBE: https://www.youtube.com/@judithheftassociates4929
Purchase “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow” on Amazon
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