We provide services for people in different phases of life
Older Adults
We can progress with you, by providing only the level of daily money management support you need, as you need it. We can help by:
- Reviewing incoming mail and processing it
- Reviewing bills and credit card statements for errors
- Preparation of checks for signature
- Balancing the checkbook
- Reviewing and explaining investment or brokerage statements
- Setting up and organizing financial paperwork
- Gathering paperwork for the tax professional
- Creating reports showing income and expenses
- Providing guidance for questionable telephone calls or emails
- Being a second set of eyes
- Non-fiduciary support for Powers of Attorney, Executors/Executrices, and Trustees
Busy Professionals and Families
Busy professionals and growing families find they are often unable to keep up with financial matters resulting in unpaid bills, interest and penalties. The paperwork can quickly become overwhelming. Our services take that weight of dealing with the bill paying and financial organization off your shoulders and allow you to spend time with family and friends doing what you want to do in life. We can help by:
- Organizing financial paperwork
- Creating reports showing income and expenses
- Reviewing and explaining investment or brokerage statements
- Helping create a household budget
- Reviewing bills and credit card statements for errors
- Handling bill-pay with you
- Balancing the checkbook
- Gathering paperwork for the tax professional
The Disorganized
If you find yourself frustrated and stressed over the process of managing your money, we can help teach you the skills you need to manage your finances yourself. This can result in more money in your pocket and the knowledge of where the money goes each month. We do this by:
- Organizing financial paperwork
- Setting up a filing system
- Helping you understand money management
- Being a second set of eyes for you
- Creating reports showing income and expenses
- Helping balance the checkbook
- Reviewing and explaining investment or brokerage statements