Helping Seniors
Finances Managed. Independence Maintained
Managing Money can be a Challenge for anyone
As you or a cherished family member gets older, what use to be a simple task can become more difficult.
Our services focus specifically towards Seniors (and family members) looking for a caring, honest and knowledgeable professional to help with their day-to-day financial task. Someone on your team, looking out for your loved one's best interest.
We’ve created a budget-friendly assistant to help with daily finances and personal business affairs while keeping you closely informed of every step we make. That way, you always know that your family member's needs are being met.
Whether your loved one is no longer independent, needs extra help or just ready to close this chapter of responsibility in their life, we can help in any of the following areas...
Reviewing and paying household bills, budgeting, and record keeping.
Assistance with check writing and checkbook balancing.
Making sure money is received, receipted, and deposited.
Offering second opinions regarding household issues and unexpected situations.
Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
Determining current and long-term cash flow needs by analyzing income and expenses.
Preparing records & needed paperwork for income tax filing with a trusted CPA.
Doctor Appointment organization, scheduling and reminders.