Money Management & Financial Organizing
We relieve the stress of managing your personal, financial and household responsibilities all on your own
Who does this help?
Seniors and their families
Individuals needing executive functioning support
Life travelers & busy professionals
Young families with an active lifestyle
We create a personalized plan to serve your individual needs - we track assets so that you always know what you have, expense monitoring to protect against fraud, bill paying, organizing your documents for taxes and maximizing deductions and recommending and coordinating other professional resources.
Managing Life’s Transitions
Going through a big life change can be stressful enough without the added stress of money
Who does this help?
Retirees, divorcees or newly widowed
Those downsizing or right-sizing
Those going through any of life’s many transitions
We work with you during life’s transitions with a specific financial focus to empower you and alleviate as much stress as possible. Ideal for new retirees, someone starting a new family, home or job, or anyone dealing with a divorce or death. Ask about our VIP Move Management services!
Custom Concierge
High net-worth individuals looking for a personalized plan
Who does this help?
Solo-agers
Artists, athletes and entertainers
Business owners and busy professionals
We pride ourselves in thinking out of the box and working together to develop a customized, high-touch program to make sure your needs are met. Some things we have coordinated: acting as an Owner’s Representative during construction projects, personalized move management coordination, finding a personal chef to create customized meals.
Virtual Services
Your Virtual Daily Money Manager
We work virtually with clients wherever they live to maintain their “home office” away from home. We pay bills. reconcile monthly accounts, monitor cash flow and organize Income and Expense statements securely and with complete transparency.
Fiduciary Services
Many people may not have someone to appoint as a fiduciary and hiring a bank trustee can be cost prohibitive
Who does this help?
A solo ager who doesn’t have someone to act as their power of attorney or trustee
Families that are looking to appoint a trustee for a special needs trust
Blended families that want to have a non-interested party act as executor
We are bonded and insured to act as a professional fiduciary should the need arise.
We serve as power of attorney, trustee and executor for many of our clients and are legally bound to act in their best interest.
Accountability Coach
When you need someone to keep you on track
Who does this help?
Those who want to be intentional about their spending
Individuals with ADHD
Those who need support with executive functioning
We provide support and regular checkins to help you achieve your money goals.