Daily Money Management Services
Bank & Credit Card Account Management
Categorizing/reviewing your transactions and keeping an eye out for unusual activity
Paying all of your bills on time and recommending changes to reduce your expenses
Creating a spending plan to help you stay on track with your goals
Donation & Gift Tracking
Tracking your donations and gifts throughout the year
Financial Document Management
Organizing all of your financial documents into one place so they are easy to find when you or your loved one needs them
Mail Sorting & Filing
Sorting your mail to keep what is important and getting rid of the junk
Tax Document Organization
Keeping all of your tax documents organized for tax season
Other services available upon request.
Pricing starts at $60/hour. Package pricing may also be available.