Personal Financial Management Services
Services Built Around Your Life.
Every client’s financial life is different.
Some need help staying on top of monthly bills. Others need someone to step in and organize years of scattered accounts, documents, and obligations.
I offer three levels of support so you get exactly what you need.
Essentials – Monthly Financial Management
For professionals who need the basics handled consistently.
Includes:
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Monthly bill management
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Expense tracking and categorization
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Bank and credit card monitoring
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Monthly summary of account activity
Best for: Busy professionals who want to make sure nothing gets missed.
Complete – Full Financial Organization
For individuals and families who need deeper support.
Everything in Essential, plus:
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Tax document preparation and organization
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Subscription and recurring payment audits
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Financial document filing and organization
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Annual financial calendar setup
Best for: Professionals juggling multiple accounts, or families beginning to manage a parent’s finances.
Premium – Comprehensive Financial Coordination
For families navigating caregiving or complex situations.
Everything in Complete, plus:
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Coordination with attorneys, financial advisors, and care managers
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Financial institution communication on your behalf
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Quarterly financial reviews and status reports
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Emergency financial response when situations change quickly
Best for: Adult children managing an aging parent’s financial life, or anyone navigating a major life transition.
