Services
Daily Money Management
You spent a lifetime carefully managing your money. You likely have a team of trusted advisors—financial planners, insurance agents, CPAs and tax planners, bankers and more. A Daily Money Manager is the glue between these advisors and you, keeping the day-to-day of your finances in sync with your plan.
Health and Home Assistance
When you want to plan for your future—or you are trying to help a loved one with changes prompted by illness or aging concerns–
Professional Advisors
We coordinate with your professional advisors.
How would you feel if:
- Bills are paid on time
- Credit cards and bank accounts are reviewed for incorrect charges
- Problems are resolved
- Safeguards exist to lessen identity theft and fraud risks
- You had some support in your new role as a fiduciary
- Insurance and auto renewals are tracked
- Cash flow is managed to cover taxes, big vacation plans, gifts to family
- Vital records are organized and updated consistently
- Junk mail is reduced
And money management was one less thing to worry about.
We help you through life changes
- Adjusting your home to meet your needs
- Home maintenance planning
- Transportation solutions for non-drivers
- Hiring in-home help
- Organizing, decluttering, inventories
- Evaluating your relocation options
- Finding the right realtors, lenders, inspectors
- Preparing for a move
- Coordinating with lawyers, financial planners, insurance agents
- So many details…
These changes require time, organization, resources, and expertise.
Having Personal Manager at your side adds confidence and peace of mind to your decisions.