Who We Help

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If dependable money management will make your life easier, more pleasant, and more secure … we’ll help you.

checkmarkChange of personal status
You’re newly divorced, have lost a loved one, or have been appointed a legal guardian or trustee of an estate. Perhaps you’ve never handled money chores before, you don’t have the time, or you’re not comfortable going it on your own.
checkmarkSelf-employed or running a small business
You need help with budgeting, preparing estimates, invoicing, paying vendors, collecting receivables, organizing tax records, mail screening, insurance shopping, etc.
checkmarkMedical bills and insurance claims piling up
You need assistance with insurance forms, medical payments, record keeping and more. Perhaps you need help shopping for the best insurance policies as well.
checkmarkLife has become a lot busier
New baby, new job, medical treatments, moving to a new home, raising an active family — financial chores keep getting left on the back burner and you need help getting organized and catching up.
checkmarkNeed help listing your assets
You need to know what you own, where your assets are located and what your liabilities are. We can set up a program — on computer, on paper, or both — so this information will be accurate and up-to-date.
checkmarkSpecial projects for which there is no time or know-how
Shopping for a car loan? Need your insurance policies reviewed? Refinancing a home? Negotiating with creditors? We could all use experienced assistance when these situations arise.
checkmarkMore mail than you know what to do with
You need to get it organized. Separate junk from what’s important. Respond to correspondence that requires further attention.
checkmarkIt’s time to get it on computer
Whether it’s banking on line, listing assets, bill payment — we’ll set up Quicken and whatever other programs will work best for you and teach you as little or as much as you want to know.