Welcome to Davis Financial Services
Receive Latest Financial Updates!
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.
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 (Squeezed in the Financial Middle)
Money Secrets for the Sandwich Generation provides money management and long-term-caregiving tips for those caring for both aging parents/grandparents and adult/minor children. Offers specific steps on how to care for yourself first, as well as for the other two sides of the sandwich; and provides real-life examples of challenges and solutions that work.