Daily Money Management
When we are pressed for time and energy, effective money management can be overwhelming. Even simple tasks can take a long time, making it hard to even get started. I can help you simplify and strengthen your finances to make them more manageable.
I maintain complete confidentially. I take your trust seriously and in every interaction hope you experience understanding and caring. Let me help start you on the path towards getting your financial and personal affairs in order.
I maintain complete confidentially. I take your trust seriously and in every interaction hope you experience understanding and caring. Let me help start you on the path towards getting your financial and personal affairs in order.
Services:
- Bill paying, bank deposits, and reconciling accounts
- Organizing and filing financial paperwork for your business or family office
- Processing, handling, and filing mail
- Assembling insurance policies, home inventories, and estate planning documentation
- Contesting bills and resolving incorrect charges
- Organizing medical, insurance, and tax paperwork
