The Fine Print
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About A Chat with Tahoe Money Balance
What services does your business offer and what makes your business stand out from the competition?
Tahoe Money Balance offers financial well-being services. I help clients prioritize their financial values, adjust spending and savings habits, and discover paths to their financial goals. From day-to-day money stresses to long term goals, I help each client find and maintain their money balance.
What was the inspiration to start or run this business?
Tahoe Money Balance was created when I noticed a void in the financial planning industry for hard working people who were stressed out about money and never felt like they were getting ahead. My desire is to help people take control of their financial map so they feel better about the future.
What do you love most about your job?
I love when clients are able to align their priorities with their money habits. This allows them to take control of their finances and see a positive change in their personal financial map. The goal is to reduce the stress around money and open up opportunities for the future.
What is the best reaction you've ever gotten from a customer?
My favorite reaction from clients is their improved morale once they have control of their finances. There is a visible increase in happiness and decrease in stress.