Financial Organization

& Money Management

****

Get My Ducks In A Row

Assist and Educate

During Life Changes

In Times of Crisis

For Maintaining Independence

I assist and educate my clients with respect to their financial organization and money management. The goal is for the client to be able to remain fiscally fit and independent. My services help provide support and oversight during life changes, in times of crisis and for maintaining their independence. I see the big picture and create the steps needed to ensure a workable system.  

I provide personalized assistance to individuals who may be having difficulty managing their everyday financial tasks. My services can be short term or ongoing.

How well do you know your parents' finances?

Do you know their wishes?

Where do they keep their financial records?

What are their monthly expenses / income – what account(s)?

Investment accounts /credit cards /debit/auto pays /etc.

How can you pay their bills if necessary? Have they shared codes or put you on their accounts?

Sometime the hardest person(s) to work with are the ones that we are related to.

I can help bridge this gap. I understand that one solution does not fit every situation.

I take the time to listen and learn about each client's needs and preferences.

This enables me to tailor a program that maximizes the client's comfort level.

Services include:

  • Prepare an overview of the current status of income and expenses;
  • Simplify and organize finances;
  • Work with individuals at their comfort level;
  • Budget development or re-evaluation;
  • Manage paper and mail;
  • Help organize bill paying, including closing out obsolete
  • memberships and obligations;
  • Review and reconcile bank and credit card statements;
  • Oversee and monitor all insurance;
  • Set-up access limitations to funds at your specific direction; and
  • Help gather, sort and organize materials for tax filing.

Free Needs Assessment

818-999-9963