We provide services for people in different phases of life

Older smiling couple

Seniors

  • 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

We can progress with you, by providing only the level of daily money management support you need, as you need it.

family photo

Busy Professionals and Families

  • 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

Our services take that weight of dealing with the bills each month off your shoulders and allow you to spend time with family and friends doing what you want to do in life.

disorganized desktop clutter

The Disorganized

  • 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

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.

Scroll to top