Our Services…

Is This You?

• A busy professional short on time
• A senior wanting to maintain their independence and stay at home
• Concerned about your aging parents and want to help them
• Travel frequently
• A surviving spouse not familiar with finances

Do You Want?

• An orderly flow in your financial matters
• An independent voice in family matters
• To spend less time on finances and more on other pursuits
• To sleep better at night knowing your personal affairs are in order
• To just have someone else experienced to lean on and lead the “team”

What We Do

Personal Finance Manager is a title we chose to best explain what we do. We are a mix of senior bookkeeper, professional organizer, project manager, Daily Money Manager and your right arm. We are experienced professionals that bring clarity and order to an individual’s daily management of bills, budgets and record keeping. We provide a wide range of services to keep your day-to-day affairs in order, no matter what stage of life you are in.

As your Personal Finance Manager we can regularly:

• Monitor and pay bills on time
• Negotiate with creditors
• Balance checkbooks and investment statements
• Develop budgets
• Produce financial reports
• Prepare input for tax preparer

We are especially skilled to:

• Track and resolve insurance claims
• Review mail & establish priorities
• Organize important papers (financial, estate, tax)
• Coordinate with your legal, tax, insurance, real estate and investment professionals
• Coordinate with your care providers or help you find one
• Act as liaison between clients, their families and community resources
• Simplify your life

After the initial setup and customization of your system, all of this can be done on a regular basis, depending on your needs.

Assistance is personal and customized. We do not recommend or sell investment products or operate on a commission basis. We act as a liaison between all your trusted advisors.

Contact us today to see how we can help you or a loved one!