The Personal Financial Assistant

As we get older, we may find ourselves challenged by changes in eyesight, concentration and memory, and other medical issues that directly affect our daily lives. These issues can compound the stress that accompanies paying bills on time each month. I can help you with:
  • Checkbook reconciliation
  • Date reminders such as birthdays and appointments
  • organizing your financial records
  • Bill paying
  • preparing checks for client's signature
  • organizing files and corresondence
  • design household budget
  • collecting and sorting mail
    To help you maintain your independence and give your loved ones contentment and peace of mind, I use an approach that includes:
  • An objective evaluation of the personal service needs you now have;
  • An ongoing relationship, including communication with your loved ones;
  • A commitment to work with you and your professional advisers, such as your lawyer, broker and accountant.