Judy Heft Cmc® Email and Phone Number
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Over the past 26 years, I have grown my business from daily money manager and bookkeeper to a specialized boutique financial concierge service. My passion is helping people simplify their lives by handling the daily activities of personal bookkeeping & financial organization. Money Coaching helps clients to solve problems associated with money choices, patterns and problems with daily money management issues. People often have unconscious patterns & beliefs associated with money and money coaching assists individuals in identifying these habits and to make changes. My clients include busy executives, divorcees, widows and widowers, entrepreneurs, time-challenged individuals, seniors and people with cognitive disabilities. When my clients travel, they never have to worry about a bill going unpaid or returning home to a pile of unopened mail. I work closely with their other professional advisers, especially during tax season, to ensure they are getting the proper deductions. I was born to be an entrepreneur. My passion is helping people and connecting people and that's what makes my company unique. I have an understanding ear and I listen to my clients needs. Every client is different and each one is treated as an individual with a unique situation with unique solutions. I know how to get things done. I am a professional in every sense of the word. Confidentiality is a given!My specialties include organization of tax records for CPA's, working with clients who are contemplating divorce and need financial records updated, helping with estate reconciliation, tracking income and expense for multiple properties and helping seniors wade through the maze of paperwork. I enjoy helping widowed or divorced women become empowered by moving on with their lives & achieving lifelong financial success. Although my clients ages vary, I thoroughly enjoy helping the elderly. They are very grateful to have someone to explain the complexities of the banking system in today's world. It's a gift to have a business that is successful & helps people at the same time.
Judith Heft & Associates
View- Website:
- judithheft.com
- Employees:
- 4
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Founder/Ceo/PodcasterJudith Heft & Associates May 2022 - Present
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Founder/Ceo/Author/PodcasterJudith Heft & Associates Jan 1996 - PresentStamford, CtI believe running a household is similar to running a business and that's how I approach my clients needs. After many years as an entrepreneur in the retail industry, I established and built a specialized boutique practice providing bookkeeping and bill paying services for busy, high net worth individuals including seniors and divorcees and those requiring extra attention to detail. During the 26+ years I have owned and operated my business, I have kept pace with tax code changes, especially the move from paper based bookkeeping to electronic money management. I also address the continuing needs of the growing senior population and their families.I work closely with my clients other professional advisers to create a team that is in the best interest of their needs.
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Judith Heft Certified Money Coach Cmc®Judith Heft & Associates May 2017 - PresentStamford, CtCoping with money issues, both practically and psychologically, continues to be a major life struggle for millions of people and yet, there is very little help available. This affects people from all economic backgrounds. I have a passion for helping clients solve common problems associated with money choices, patterns, and the daily management of money issues. People often have unconscious patterns, beliefs and behaviors around money that prevent them from fully experiencing their true potential. A Money Coach helps you transform your emotional and behavioral relationship with money. Money Coaching assists individuals in identifying and moving beyond these restrictions. This can result in much greater personal satisfaction, increased abundance, and enhanced success in life.
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PrincipalJudibee Jewelry 1995 - 2000In my more than two decades of experience in the retail industry, I developed broad-based abilities to handle a wide range of financial matters. I have owned conventional and internet-based retail businesses, where I was responsible for daily operations and management, purchasing, sales, accounts payable and receivable, and personnel.
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PrincipalLand 'N Sea Inc Jan 1969 - 1995Darien, CtLand 'n Sea, Inc., a woman's specialty clothing store in Darien CT, was founded in 1955 by my mother Sylvia Heft. At that time, Sylvia had no prior retail experience. I joined the family owned business in 1969 and ran it until 1995. Sylvia was a pioneer in women owned businesses at the time. She taught me how to be a professional in every sense of the word and to never forget the customer always comes first. Customer service is the key and I have implemented this practice over the years in all of my businesses. My experience at Land N Sea led me to starting my own internet business and now successfully owning and operating Judith Heft & Associates,
Judy Heft Cmc® Skills
Judy Heft Cmc® Education Details
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Associates In Business
Frequently Asked Questions about Judy Heft Cmc®
What company does Judy Heft Cmc® work for?
Judy Heft Cmc® works for Judith Heft & Associates
What is Judy Heft Cmc®'s role at the current company?
Judy Heft Cmc®'s current role is Financial & Lifestyle Concierge, 2x Author, Personal & Business Bookkeeping, Money Coach, Divorce Financials, Trust & Estate Administration, Everything from A to Z from Arranging Finances to Zeroing in on personal needs..
What is Judy Heft Cmc®'s email address?
Judy Heft Cmc®'s email address is he****@****ail.com
What is Judy Heft Cmc®'s direct phone number?
Judy Heft Cmc®'s direct phone number is +120397*****
What schools did Judy Heft Cmc® attend?
Judy Heft Cmc® attended Mount Ida College.
What are some of Judy Heft Cmc®'s interests?
Judy Heft Cmc® has interest in Beach, Family, Social Services, Children, Cooking, Civil Rights And Social Action, Environment, Dancing, Education, Reading.
What skills is Judy Heft Cmc® known for?
Judy Heft Cmc® has skills like Entrepreneurship, Management, Finance, Tax, Bookkeeping, Time Management, Accounting, Sales, Customer Service, Networking, Leadership, Budgets.
Who are Judy Heft Cmc®'s colleagues?
Judy Heft Cmc®'s colleagues are Rachael Ring, Irene Horowitz, Margherita Macpherson, Angela Lorusso, Karen Hagerty, Luz Colon.
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