In-home and remote administration for clients who need help organizing finances & life.
Frequent travelers, elders, and busy professionals all need help staying current with bill pay, budgeting and managing life's administrative details. I work remotely or sit side-by-side with my clients to ensure their personal affairs are being managed.
Income / Expense Tracking
Financial Organization / Budgeting
Healthcare Coverage Tracking
Estate Planning Support
Coordination with Your Legal and Financial Service Providers
Services are available remotely or at your home on a weekly, bi-weekly, monthly or as-needed basis.