Our Services – Just What You Need…
Drudgery and complicated. That’s what people tell us about handling their everyday financial affairs. Sadly, the complexity never goes away. In fact it gets worse as we age and can be especially confusing if you’ve just had a life transition with your spouse like death, serious illness or divorce and now you are responsible for the daily finances when he used to do them. Add in trying to keep the books for both your personal life and your small business and one can pull their hair out. (Not us though – we love it!)
…to simplified and organized. 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.
We do this in your home, from our office or a combination of both. Assistance is personal and customized. We do not recommend or sell investment products or operate on a commission basis. We act as a crucial liaison between all your trusted advisors and family members.
Financial Organizing
Click on the links to learn how we help you to get and keep your financial affairs in order.
Be Prepared When an Emergency Happens
Click on the links to learn how we help you to be prepared in the event of a life emergency. We didn’t start out with these programs but created them because we saw the need with our existing clients. Can someone step in quickly to help your life run smoothly so things happen the way you want? Have you even sat down and discussed “what-if’s” with your spouse, adult children or aging parents? If you answered “no”, these are for you!
Life Affairs “Just in Case” Plan
Life Affairs Information Binder
Contact us today to see how we can help you or a loved!
“For almost 20 years Jill worked with me, a sole proprietor of a fundraising business, to ensure that my business ran smoothly, the books were balanced and that no financial responsibilities fell through the cracks. Her patience and diligence are remarkable. Then, when I retired she continued to help me with my total financial picture. She has become “a partner” in my financial life.”
– Jane Crane, Harvest Fundraising
