Our Services
Helping Improve Your Quality of Life
Do you or someone you know have difficulty managing money or handling routine financial matters due to health issues, loss of loved ones, or demanding careers?
Sometimes life situations make it difficult to handle daily financial matters. It can happen to anyone. We offer a trusting solution to help you get through these challenges. We strive to eliminate your worries and help you live a better quality of life. Financial distress can negatively impact your physical and mental health.
Featured Elements
Daily Money Manager
Professional Power of Attorney
Mail & Paperwork Organization
Managing personal daily money matters such as bills, budgets, record keeping, and much more...
Mail & Paperwork Organization
Professional Power of Attorney
Mail & Paperwork Organization
Planning, organizing, sorting and maintaining the influx of paperwork on a regular basis.
Professional Power of Attorney
Professional Power of Attorney
Professional Power of Attorney
Professional POA services have the legal authority to act for you, sign paperwork, manage accounts, etc.
Offering these Solutions
Solutions that meet your unique needs...
- Creating a cash flow plan
- Assisting with paying bills
- Sorting mail
- Sorting through and completing paperwork after the loss of a loved one
- Managing/organizing documents
- Reviewing financial and creditor statements
- Reviewing medical bill statements and negotiating payments
- Reconciling accounts
- Developing a plan to get out of debt and/or deal with creditors
- Collaborating with current professionals who serve you
- Connecting you with other professionals to meet your needs
- And much more...
Services in More Detail
Daily Mail and Money Management
No matter the season of life you are in, if you are stressed about:
- managing mail
- money matters
- medical bills
- filing
- preparing documents for tax filing
We have a customized solution to fit your circumstances. Whether divorced, widowed, helping a loved one or consumed by a demanding job, we have a solution to fit your needs.
Don't let financial distress negatively impact your physical and mental health. Get help today.
Financial Coaching
Want to get control of, or improve, your financial situation? Whether you are new to developing a financial strategy, want to make improvements to an existing plan, or have recently experienced a life altering situation (divorce, loss of spouse, or health issues) resulting in the need for a financial partner, we can help.
Your financial coach will help you develop strategies to achieve your financial goals, such as:
- Evaluate cash flow
- Create a workable budget
- Develop a get out of debt plan
- Help identify and modify behaviors that result in overspending
- And much more
Power of Attorney Services
If you or a loved one are in need of a Power of Attorney to act on your behalf for financial matters, we can help.
A Power of Attorney can be as specific or broad as you need it to be. Rest assured that your affairs will be handled professionally, ethically, and with the same care we would manage our own, or our parents affairs.
Trust Accounting
If you need someone to help you keep track of Trust expenses, keep accurate records of all transactions and receipts, and ensure that tax matters are handled properly, we can help.
Getting Your Affairs in Order
If you or someone you know is in need of an executor, you can count on us to provide this service in an ethical and trustworthy manner.