Services
Choose as much or as little support as you need. Some clients want every bill managed each month. Others need a second set of eyes once a quarter, or help catching up when paperwork piles up. Your services are tailored to your needs and what’s causing you the most stress.
Bills and payments
Bill paying, including calls to payees regarding incorrect bills and preparation of payments for client approval
Preparing and making bank deposits
Negotiating with creditors
Accounts and oversight
Reviewing accounts for potential fraud or suspicious activity
Reviewing medical insurance documents and verifying that claims have been processed correctly
Connecting clients with trusted legal, tax, and investment professionals, as well as appropriate community resources
Organization and coordination
Organizing tax and other financial documents
Providing general organization of financial papers and systems.
Referring clients to legal, tax, and investment professionals and to community resources.
Our Process
Your needs are unique, so we take the time to listen and understand your situation. Through a thoughtful, confidential conversation, we develop a personalized plan and provide only the support you need.