Your Personal Money Matters                           

  • Sort mail, identifying and tracking high priority items

  • Pay bills – prepare checks for your signature

  • Balance checking account 

  • Assist with developing a budget

  • Prepare and make bank deposits

  • Negotiate with creditors to consolidate debt/lower payments

  • Organize financial records and set up a filing system that works for you

  • Review credit card statements and utility bills for accuracy

  • Provide referrals to relevant professionals – Lawyers, Accountants/Financial Planners, Geriatric Care Counselors 

  • Schedule professional and household maintenance appointments

  • Organize documentation for tax preparers 

  • Assist with filling out forms

  • Complete special projects that are needed 

Our Services