Personal Financial Management Services
- Too busy to manage the day-to-day details?
- Worried about keeping up with bills and financial paperwork?
- Concerned about a loved one who needs extra help?
- Looking for a watchful eye to safeguard your financial security?
- Struggling to keep records and important information organized?
- Facing a major life change and need financial stability and clarity?
I'm here to help. As a Personal Financial Manager, I am dedicated to making your financial life manageable and more secure. I know firsthand how overwhelming financial details can be, and my passion is helping people find clarity so they can feel secure and confident about their financial future. I offer personalized, in-home and online financial assistance that adapts to your unique needs. Whether you prefer to remain independent, want full support, or are somewhere in between, my services are tailored to you, not the other way around. From our initial free consultation through every conversation we have, I am committed to listening, understanding, and helping you find the solutions that work for you.
Here's how I can support you:
Organization Services:
- Sorting and filing mail and important documents
- A full assessment of your needs, followed by a personalized system that works for you
- Maintenance plans detailing my support and/or written instructions for you that can be reviewed and changed as your needs change.
Management Assistance:
- Bill payment, debt management, and ensuring your accounts are up to date
- Income and expense reviews as often as you need them
- Budgeting support that aligns with your personal goals
- Collaboration with your banks, financial planners, family members, and other trusted advisors to ensure a complete, cohesive plan
- Help with forms and paperwork—making the complicated simple
Ongoing Support:
- Regular check-ins (weekly, bi-weekly, or monthly) by phone, online, or in your home. I am here to serve in whatever ways work best for you.
- Comprehensive account management and financial recordkeeping including bank accounts, credit cards, loans, investments, and retirement accounts. As much or as little as you need.
- Mail handling and coordination with professionals and service providers, ensuring nothing slips through the cracks
- Support during major life changes
