Are you a solo-ager doing it all on your own?
Are you seeking personalized financial management to focus on your craft while we handle the details?
Do you need help managing your budget and staying on track while balancing a demanding career?
Do you need practical tools and support to manage your finances without feeling overwhelmed?
The ANA Group provides personalized household money management and support services to our clients. Our commitment is to serve our clients with integrity and compassion, advancing our mission to ensure they maintain independence, financial security, and peace of mind. We customize our services to meet individual’s particular needs.
We enable you to live your best life!
Our Services
Household Management
& Financial Organizing
Managing Life’s Transitions
Custom Concierge
Virtual Daily
Money Manager
Accountability Coach
Fiduciary Services
What People Are Saying
“Amy Jo ALWAYS has the client’s best interests at heart and is fully engaged and committed to protecting their financial integrity and personal dignity. Simply the best!”
— Dan T., Estate Attorney
“Amy Jo is one of the most dedicated, caring and efficient professionals I’ve had the pleasure to work with. I dare say without a doubt that it is because of her education and advocacy that her client is thriving today.”
— Jullienne J., Geriatric Social Worker
“I just wanted to take a moment to say how much I appreciated your expert help. Your friendly, relaxed and professional manner was right on target.”
— Joan L., Client
“When my CPA husband fell ill with the Coronavirus this spring, the household financial responsibilities fell to me. I panicked, but Amy Jo Neill put everything in order and keeps it that way. She is professional and highly skilled!”
— Lyn H., Client
