Are you...

  • Needing help organizing and sorting out your finances in the comfort of your own home?

  • Trying to maintain your independence, but the paper work is too much?

  • Experiencing challenges due to a recent health change?

  • Not wanting to burden your children with your financial matters?

  • A recent widow/er, where your spouse took care of the finances?

  • Wanting to travel without the worry of managing financial obligations?

  • The child, friend or advisor of someone who needs help?

If so,

then I can help.

My services are personalized according to the needs and wants of my clients, including, but not limited to:

  • Preparing a budget, financial statement and balance sheet

  • Organizing financial paperwork

  • Paying bills/establishing electronic payments

  • Reconciling bank accounts and credit cards

  • Addressing incoming mail

  • Monitoring claims, statements, benefits

  • Negotiating directly with creditors

  • Collecting and organizing tax-related documents

  • Establishing and maintaining secure online access to financial accounts

  • Reviewing the estate plan

  • Coordinating directly with the accountant, attorney and any other advisor

  • Serving as Attorney-in-Fact

  • Serving as Trustee of a trust

Fiduciary: An individual or entity entrusted to act on behalf of a person or group of persons, serving loyally and in good faith, with a duty to act for the sole benefit of that person or group. A fiduciary is held to the highest standard of conduct required by law.

© 2015 by MoneyCare, LLC