Our Services
We are committed to serving you, regardless of where you are in your financial Journey. The Journey financial concierge services primary goal is to walk with our clients through every step of their Financial Journey, We work with Families and individuals to help them earn more, save more, spend less, invest smartly and grow financially. We offers Custom solutions and Consulting Services for Professional, Small Business & Organisations to help them streamline their services with the ultimate goal of improving their bottom line , Improving our client’s financial standing is our ultimate goal , We help empower our clients to implement important changes and processes to improve their financial fitness.
Testimonials
When I first came to them for my own affairs, I was discouraged about my money habits. I have always been good to pay my bills on time and keep afloat financially, but I did not excel at personal finances. That has since Changed Susan and her team have helped me design a budget that fits my lifestyle, and they have coached me to a point where I now have strong habits and beliefs about money. Today, I am conquering my financial goals and my savings grows each month. Thank you, the journey Team, for your investment in me.
Pam and I would like to thank you both for the amazing work you have done for us & our brand new business. From the start, you were both honest & upfront with all the work & fees associated to get our company up & running & we believe that without the help of The Journey financial concierge services we would not be in the position to take on projects at this time. Pam & myself have appreciated your hard work, your commitment & your talent.
New to Atlanta, but very experienced in business process, I set about searching online to find the most efficient and expert business Start-up Company I could find in Atlanta As I coach leading firms in the accounting industry in business improvement technology for their mid-sized clients, I’ve become very fussy about business process, efficiency and effectiveness. The cost of services was very low compared to the high value I received and the speed and efficiency of the service was well above my very high expectations. I don’t think I’ve come across a more efficient team. This was service well above and beyond my expectations. It is arguably, the best service I have ever received. I highly commend The Journey financial concierge services to anyone wanting that competitive edge to save time, hassle and money by working with the best of the best.
Sue at The Journey financial concierge services has been our financial coach for the past two and a half years. She has always offered sound financial advice based on our objectives as well as our personal needs. She keeps in regular contact with us and provide us with ongoing financial advice as our needs and markets change. She take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our finances, and our future.
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The Journey financial concierge services inc is a home of All Things Financial . Our Approach is to Educate, Inspire, Coach and Lead people and organisations onward and upward in finances, business, and life.