Welcome to Davis Financial Services
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TRAINING AND COUNSELING
Services focus on individuals and are delivered principally through one-on-one counseling/coaching. Working in concert with you and your goals and objectives, DFS offers financial management coaching to help you reach those goals.
PUBLIC SPEAKING PROGRAMS
Involve presentations before groups — large and small — interested in becoming better informed about financial management issues. Using a light, entertaining style, Patricia Davis shares her vast experience working with people at all points on the economic spectrum and helps her audience relate these concepts to their own lives.
GOVERNMENT AND CORPORATE CONSULTING
Practice assists government and private sector organizations to support and assist their constituents and employees to gain important financial management skills.
NEW! Going Broke is No Joke!
Going Broke Is No Joke! is an easy-to-read, lighthearted handbook on personal money management that offers practical tips of things you can do NOW to take charge of your financial life. It takes some of the mystery out of personal financial management by showing you how to avoid many of life’s financial pitfalls, and it will help you avoid or get out of debt and raise your credit score.
Financial Literacy Texts
Our Financial Literacy Texts and Self-Help Programs provide insightful details on a wide variety of everyday issues faced by ordinary people.
Mimi, Money and Me: 101 Realities About Money Daddy Never Taught Me But Mama Always Knew
Mimi, Money and Me is a wide-ranging, practical, easy-to-read, entertaining money management primer that discusses the realities associated with 101-money-related myths and misconceptions. A valuable resource for all ages to help put you squarely on the road to financial freedom.
Money Secrets for the Sandwich Generation
Lays out with clarity and un-complicates many of the issues the sandwich generation faces.
Provides real-life examples of challenges for this generation along with solutions that work.
Describes steps you should take in the selection of a long-term care facility along with details on how to have “the talk” with one who needs long-term care