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While “Financial Reconnection” might sound hippie-dippy and like something on offer from a meditation retreat, the process is simple and includes no offers of enlightenment. Maybe financial revelation, though.

This is for those who feel like they have lost control of their business and/or personal finances. This a minimum 6 month process that provide a possible antidote to financial chaos and the chance to review an accurate representation of your most recent spending - look back periods range from three full months, to a year. Once all this spending is weighed and measured, the data is difficult to ignore. There is an actual “reintegration” of sorts back into their financial reality and a serious chance to make lasting change.

We set these clients up with the Finance Home we make available to everyone @ seams.finance. The Finance Home includes a detailed process on how to budget, pay bills on a custom schedule, allocate income as its received, and recommendations on which accounts to use for discretionary spending vs fixed costs.

The major difference between the template straight from seams.finance and this process, is your have a project manager for the entire process plus a lot more services on offer.

"Financial Reconnection" is the first step towards establishing a new and healthier financial reality.

Important - this is not focused on any range of household income. Whether you make $100k or $500k or $1mil+/year, this is on offer for clients who need to plan, budget and save, but with a third party helping them manage goals and accountability.

Clients that require support beyond the typical accountant/client working relationship for their businesses, and at the very least, more tax planning for their personal finances. These clients largely understand their financial position but are led to consolidate outsourced financial services and delegate more responsibility away from themselves and increase their own quality of life.