Helping clients simplify their finances

Patricia Green’s passion for financial management goes back decades and has roots in her personal life. She learned the importance of well-managed household finances from her parents and was encouraged to embrace personal financial responsibility. Patricia channeled this passion into a career. Today, she’s a Daily Money Manager(DMM) and Intuit Certified Pro Advisor with years of experience helping individuals of all backgrounds and financial means. Patricia believes in the power of listening to clients and getting to know not only their finances but their passions, dreams, and struggles. Demonstrating calm professionalism and a diplomatic manner, she helps clients embrace better fiscal habits while keeping their personal finances healthy and well-managed behind the scenes. She’s ready to help everyone find what they’re looking for through practical financial organization. If you’re having trouble keeping track of the bills, need a budget to rein in spending, or want to put your finances on autopilot, Patricia’s expertise and broad personal finance acumen is exactly what you need. Schedule a consultation today to begin the process of delegating your daily money management duties to someone who will ensure they're handled correctly.