Contact Info
Independence Navigator
Shannon Tefft-Janes
PO Box 1388
Cedar Park, TX 78630
Phone: 737-337-4357
Contact Form
Website: www.IndependenceNavigator.com
Services
- Daily Money Management
- Personal Finance Administration
- Elder Finance Consulting
- Financial Organizing
- Estate Administration Services
- Financial Coaching & Training
- Budgeting and Bill Pay
- Executive Assistant
Hours of Operation
Monday - Friday 8 am to 6pm; and by appointmentAbout Us
Overwhelmed? Overcommitted?
- Do you manage your own finances, but don't have the time or capacity?
- Do you manage the finances of someone else and need a 3rd party or boundaries?
- Had a life transition that has left your personal finances in a tizzy and you need help getting things under control?
- Do you have Clients that need that "roll up your sleeves" help that your firm doesn't provide?
Leveraging an MBA and 20 years of small business ownership and management consulting experience along with experience in process/workflow, accounting, taxation, finance, project management, investments, and more to help be the mortar that ties your other professionals from attorneys through wealth managers together.
Background-Checked, Bonded, Insured, & Transparent.