Schedule a FREE 20-minute phone call with Kay to discuss your challenges and talk through some options on how to tackle your needs.
We are insured and bonded and pass regular comprehensive background checks.
We are named Power-of-Attorney and Trustee for clients that are private or choose not to ask loved ones to serve in this role.
As professional financial advocates and Daily Money Managers, we provide personal assistance to clients who are too busy, or have difficulty managing their personal monetary affairs, including:
- Bill pay, mail sorting, and account reconciliation
- Tax organization and financial documentation
- Scam and fraud avoidance
- Home maintenance and service scheduling
- Medical insurance and claims support
- Quicken setup, management, and reporting
- Agent, executor, and probate support
