Services

While many individuals and small businesses can get by, financial management can quickly spiral into chaos, stress and confusion. To avoid this or to gain peace and clarity, I offer Fiduciary and Personal Funds Management services. These services are powerful tools for those looking for financial peace-of-mind.

My skills benefit a wide variety of clients, but I strongly recommend them to:

  • Small business owners looking to keep their paperwork, contracts and taxes above board and working for them

  • Individuals with aging or disabled family members who need assistance navigating complex paperwork, bill pay, and budgeting

  • Individuals looking to prepare their estate for present and future generations

  • Individuals with fast-paced lifestyles and/or those moving into retirement who would like freedom from the day-to-day financial tasks like bill pay, record/claim-keeping, and contacting banks and government agencies

  • Anyone needing a trustworthy and reliable individual to serve as a Power of Attorney, Trustee, Executor, Legal Guardian or other confidential representative

Fiduciary Services

Fiduciary services provide you with trustworthy assistance in complicated and personal matters like estate and asset management. Whatever your reasons for needing a fiduciary, I am on your side and here to help.

Fiduciary services include:

  • Power of Attorney (POA)

  • Serving as Legal Guardian (personal or property)

  • Trustee

  • Executor

Personal Funds Management

Personal funds management services provide you with an opportunity to have well-maintained finances without worry or confusion. These services can benefit anyone and provide more time for the most important things in life.

Personal funds management services include:

  • Bill pay and budgeting

  • Organizing and record keeping

  • Managing insurance and medical claims

  • Interpreting financial statements, insurance policies, asset portfolios and government documents

  • Filing tax returns

Above are the main services that I offer to help you move toward financial clarity and security. However, please contact me if you are in need of financial assistance not listed. With my extended network of connections and 20+ years of experience, I would be happy to explore offering other financial services or help connect you with someone who can.

My dedicated, professional service will leave you free to focus on the rest of life without concern for your finances.