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This one is different! I organized it into categories consistent with how we think: things we own, things we owe, what we earn, etc. It's yours for the taking! I trust you!
As a Family Financial Officer, I have:
- Shopped for mortgage loan terms.
- Balanced checkbooks.
- Analyzed budgets to decide whether to pay something off or save.
- Reviewed credit reports and prepared letters to close requested accounts.
- Helped clients through loan transactions providing information to bankers.
- Delivered paperwork to open accounts.
- Scanned financial records to archive.
- Notarized documents.
- Set-up Quicken and updated QuickBooks transactions.
- Entered business cards in ACT! database management systems.
- Brain stormed marketing and business development ideas for a business.
- Helped a college student to become "bank friendly."
- Jointly interviewed investment advisors.
- Organized financial records.
