"An organized life creates countless opportunities for success and happiness."
~Jamie Shulman
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Services
Shulman Financial Solutions is committed to helping the individual and business clients we work with through a customized series of one-on-one consultations catered to the specific needs of the client. An overview of the services we provide include:
- Organization of home or business office - work flow and space design, reduction of clutter
- Organization and implementation of paper and/or computer filing system - file management, purging, and archiving
- Implementation of customized financial efficiency systems - balance sheet, financial management software, bill paying and budgeting, handling incoming mail, organizing documents for tax preparation
- Ongoing money management - preparation of bank deposits, reconciliation of bank statements, paying bills
- Review and recommendation of financial products and services - deposit products, treasury services, lending, and other banking services.
Additional services specific to businesses:
- Email and electronic file management
- Goal setting
- Meeting and agenda planning
- Individual and group training - sales management, database management, follow up systems.
