Trees and Mountains

Daily Money Management provides confidential, compassionate assistance, while reducing stress and increasing financial productivity. 

Meet Heather

Owner & Daily Money Manager

Heather has a decade of experience in the financial industry. She has a background in wealth management, investments, trusts and banking. She is currently a co-owner of a local investment firm, Aventail Wealth Management, LLC. Heather believes in helping those in need and giving back to the community. She is currently serving as Secretary of the Greater Auburndale Chamber of Commerce board of directors, as well as Secretary of Winter Haven's Women's Resource Center board of directors. Heather is also a member of the American Association of Daily Money Managers. 

 

After a decade of experience in the many facets of the financial industry, Heather created Atlas Financial Consulting, LLC. She loves serving her clients as a Daily Money Manager because it gives her the ability to work hands-on with her clients and make a difference in their financial lives. She strives to alleviate the burden of her client's day-to-day financial tasks, so they can shift their focus to living a more fulfilling life.

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What I Specialize In

Create & Implement Budget

Monitor & Pay Monthly Bills

Fraud Prevention

Negotiate with Creditors

Organize Electronic & Physical Files

Tropical Leaves

Quotes Atlas Financial Consulting Lives by:

“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.” 

- Alexa Von Tobel

"Someone is living in the shade today because someone planted a tree a long time ago."

- Warren Buffett

“What matters is that you master money and it doesn’t master you. Then you are free to live life on your own terms.”

- Tony Robbins

 

Road to Financial Health

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Free 30-Minute Consultation

If you or a loved one is in need of assistance with personal day-to-day finances, I would be happy to speak with you to see how my services can help.

GET IN TOUCH

We'd love to hear from you

Phone on Desk

863-272-2275

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