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Welcome to Davis Financial Services

We live in a financially complex, demanding time. Many of us are not equipped with the knowledge and skills to navigate life’s financial waters. Others have little or no savings. Our seminars and counseling services develop the tools needed for financial independence and sound financial decision-making. We cover money management principles including: the importance of identifying your priorities and of having written financial goals; how to develop (and live by) a budget; debt management; retirement planning; estate planning; and education funding as well as issues facing the sandwich generation.
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Services

 

Our Financial Literacy Programs are aimed at individuals and groups, including children, who wish to better understand financial matters to improve their quality of life. At Davis Financial Services (DFS), we are educators helping clients build a solid financial future that will serve you well for the rest of your life. We provide these services in the form of:

 

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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.

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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.
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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.

 

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goingbrokeNEW! 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.

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Or Get it on Amazon

 

Financial Literacy Texts

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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.

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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
And More!
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