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Personal Finance Review

Tahoe Money Balance offers financial well-being services to individuals and small businesses.  Through a series of values-based consulting sessions, Tahoe Money Balance helps clients change habits, re-structure needs and lay the foundation for new paths to reach financial goals. Whether a client is struggling with debt, managing wealth or just dealing with the day-to-day, we have strategies to help relieve financial stress and regain money balance.

Our personal financial review starts with a one hour overview of the current financial status of each individual or couple.   Clients are given tools to achieve financial success on their own although typically a comprehensive plan can be implemented in 6 sessions.   For continued review- clients then may choose to come monthly, quarterly, or annually for regular check-ins. 


Come in for a finance check-up and overview.  $65/ 1 hr.  Session