Each client has different requirements and their needs tend to change over time. We set up customized services on a schedule that is guided by the needs of our clients and/or their families.
Some clients require twice monthly assistance in their home to open the mail, maintain filing, assist with bill pay, coordinate phone calls and more.
Others simply require our help as needed if there is a life transition and they need help adjusting budgets or reviewing financial paperwork for probate or insurance claims. We also assist with decisions such as when and where they can afford to move
Still others delegate the entire process where bills come to us and we process them on a flow basis. Clients are notified with any questions/exceptions and receive monthly reports. We can also support clients on an annual basis to prepare for tax time.