WHO WE HELP
Our clients can be family members or friends who have the responsibility to manage the money matters of those who can no longer handle these matters alone. Our clients may need assistance with these tasks that often require completion during the typical work day. Our clients are busy professionals, families, senior citizens, and any one uncomfortable with handling their own financial paperwork.
For adult children, we can be their second set of eyes they want, and the peace of mind they crave.
For seniors we can be the extra hand that they need to remain independent longer.
Our clients are also retirees traveling or busy with social activities who choose to have their paperwork managed.
WHAT WE DO
Reduce stress & save time
We deliver personalized financial services (office and in-home) with our tailored blend of compassion, flexibility and professionalism.
We work with our clients keeping them involved and informed in financial decisions.
We create channels of ongoing communication with adult children.
We help sort out your financial affairs so you don't have to. If you find yourself overwhelmed with stacks of paperwork, bills to pay, or a hectic work/travel schedule, we can help.
We save you money by avoiding unwanted penalties and fees accompanied by late payments or poorly managed accounts.
The services we provide include:
Create budgets and spending plans
Develop credit card debt consolidation and reduction plan
Open, sort, review, organize and protect clients from official-looking solicitations and junk-mail fraud