Paula Canaday-Daeke

Fiscally Balanced®, LLC

 

Member profile details

 

Contact Details

First name
Paula
Middle Initial
K.
Last name
Canaday-Daeke
Badge Name
Paula Canaday-Daeke
Company
Fiscally Balanced®, LLC
Profile Photo
 

Organization Details

Establishment Date
October 22, 2018
Services Provided
  • Bill payment services for individuals and families
  • Bill payment services for small businesses
  • Budgeting
  • Debt reduction
  • Facilitation of household payroll
  • Financial coaching or counseling
  • Financial fraud issues
  • Financial record management
  • Medical billing issues
  • Negotiating with creditors
  • Working with fiduciaries on financial tasks
Accepting new clients?
Yes, accepting new clients
Specialty
  • Adult Children
  • Busy Professionals
  • High Net Worth Individuals and Families
  • Military Personnel and Veterans
  • People with disabilities, chronic illness including mental illness
  • People in life transition, divorce, loss of spouse, newly engaged, or married new to the workforce
  • Seniors and Older Adults
  • Small Business Owners
  • Fiduciary
  • LGBTQ+
  • Solo Agers
Remote Service
Yes, works remotely
Biographical Information
Fiscally Balanced®, LLC handles personal daily financial matters for those limited in ability, knowledge or time. Fiscally Balanced can take the burden of organizing financial paperwork and help with daily financial tasks using a tailored approach to one’s daily money management needs. Paula gains great satisfaction in teaching and equipping others with skills for strong and responsible money practices. She also recognizes life situations for others require her to step in and take over daily financial matters. She works remotely with clients or locally within the Atlanta metro. Paula is a past National Board Member with the American Association of Daily Money Managers (AADMM) and past Vice President of the Atlanta Chapter of AADMM.
 

Main Office

Office 1: City
Alpharetta
Office 1: State
Georgia
Office 1: Zip
30009
Office 1: Phone
404.865.1299
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