How do you want to spend your precious time?
With friends and family? Growing your business? Vacationing? Pursuing hobbies?
Don't spend your time on tedious daily finances, let Silver Harbour proactively manage:
Monitoring Bank/Credit Accounts
Paying Invoices / Bills Timely
Collecting Accounts Receivable
Assisting With Tax Records
Decoding Medical Bills
Negotiating With Creditors
Communicating With Vendors
Yes! Silver Harbour is for YOU! Silver Harbour will provide peace of mind, independence, and enable quality time for you and your family by managing daily money activities such as; bill pay, financial records organization, and sensible spending plans.
Silver Harbour and Fernande Marie's high standards and attention to detail are the perfect addition to your financial team. As a 'point person' for your Financial Advisor and CPA, Silver Harbour make certain you spend time with your loved ones enjoying their company instead of fretting over:
Proud Member of the American Association of Daily Money Managers, AADMM.
After graduating from the United State Military Academy at West Point and serving as an Army Officer Fernande Marie earned her MBA from Boston University. Fernande Marie then put her experience to use in the financial services industry for over 25 years. Fernande Marie has extensive knowledge of consumer and commercial banking and lending, mortgage underwriting and lending, and consumer finance. Fernande Marie's experience makes her uniquely qualified to analyze her client's financial records for accuracy, work together to establish a sensible spending plan, create and implement an orderly and timely bill pay, online banking and recurring payment routine, and establish a financial record keeping system. Fernande Marie is a proud member of the American Association of Daily Money Managers, AADMM.
Learn how to better manage your money.
Let's get started! Let's talk about your daily money managing goals and start on a plan to achieve them.
Windsor, California United States
09:00 am – 05:00 pm
Monday - Friday: 9am - 5pm