Free Consultation

We talk about your unique situation, your goals, and your challenges. I listen closely so I understand exactly what would bring relief to you—or your loved one.

Set-Up & Organization

This is where the transformation begins. I review accounts, gather documents, create or refine filing systems, and build your Life Master List, which includes:

• All financial accounts
• Insurance information
• Healthcare info
• Passwords
• Essential documents

We clarify what needs attention, what needs streamlining, and what needs to be monitored.

Digital or Physical Organization

Depending on your preferences, I create:

• A digital filing system
• A physical filing system
• An organized password system
• A finance software file (if requested)

Everything becomes easy to access and simple to maintain.

Ongoing Weekly, Bi-weekly, or Monthly Support

I take care of:

• Reconciling accounts
• Categorizing transactions
• Paying bills
• Processing mail
• Submitting insurance claims
• Monitoring for fraud
• Preparing income and expense reports
• Ensuring everything stays updated and accurate

This is the part my clients love most—because it keeps life running smoothly.