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Our services include:
- Bill-paying, including calling to correct statements, and preparing checks for client’s signature
- Balancing checkbooks: monitoring cash flow, organizing bank records
- Preparing and delivering bank deposits
- Organizing tax documents and other paperwork
- Monitoring medical insurance papers and verifying proper processing of claims
- Serving as liaison to tax, financial, and estate planners
- Providing referrals to legal, tax, and investment professionals
- General assistance with getting organized
- Facilitating a move
- Other services upon request
Benefits of using our services include:
- Avoiding late and overdraft fees
- Having paperwork organized without any hassle
- Reducing stress
- Gaining more time for family and friends
- Receiving peace of mind
What makes our services unique:
- We travel to your home or office
- We provide services when you need them — weekly, monthly, or on the schedule that best suits you.
- We customize our services to meet your individual needs
Whom our services are ideal for:
- Seniors
- Recently widowed spouses
- Divorced adults
- Busy professionals
- Frequent travelers
- Adult children with aging parents
- Anyone who wants assistance with personal business matters
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