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Seniors & Money Management

Offering expert financial oversight for those overwhelmed or focused elsewhere, ensuring precise reporting and secure information sharing.

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ElderFinance Navigator

Personal Money Management

Do you manage your own finances, but are concerned you’re no longer as capable?

Do you assist a loved one with their financial affairs and are having difficulty juggling this with your other obligations?

Or, do you need a separation of duties to help strengthen the bond?

Sometimes you need extra help to manage the details. This can be that things are getting too overwhelming or simply you’d prefer to spend your time differently, such as enjoying your grandkids or traveling and not having to worry about the little details.

 

For those managing the finances of others, I can help you restore the balance to your life and provide a keen eye on details. If you live hours away, I can be the “Boots on the Ground” and be your eyes and ears. Other times, you’d just rather spend quality time with your loved one, not spending visits digging through their mail.

 

Aside from helping with bill paying and account management/recording tasks, my background and experience can help me spot opportunities or trouble areas in advance. Reports are shared directly with the client and others they designate as appropriate. I also have a secure (HIPAA-compliant) portal system to share sensitive information with appropriate parties as needed.

Watch this video below to get a more info on our holistic financial review

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Daily Money Management

I do the work, you keep control. More than just helping with bill paying and keeping records, I make sure things are done on time and run smoothly. I am a daily money manager for seniors and work very hard for my clients!

Make sure important papers are stored where we know their location and make digital copies of them.

Make sure things are paid on time (but not too soon unless there are discounts), accounts are reconciled and entries are appropriately tagged for budgeting and tax reporting.

This also includes calls to vendors for incorrect bills or other discrepancies.

Providing monthly, quarterly and annual summaries of how your money was spent and comparisons to budget. I’ll also work with you to help you reach various financial goals as well as pinpoint and address any trouble spots.

This includes monitoring the accounts for suspicious activities and keeping tabs on things such as bank CDs, other investments, and their maturity dates.

Can also pull annual credit reports and give ideas and best practices to avoid fraud and other financial crimes.

Reviewing and deciphering medical bills and insurance explanation of benefits (EoB) to 

Managing personal finances with an eye on Medicaid Eligibility and keeping track of ABLE accounts and Special Needs Trusts.

Can also provide reporting and sending documents as needed in support of Representative Payee duties.

Make sure your finances and paperwork are in order and tidy for easier and quicker tax preparation.

Household Administration

These are the various tasks needed to help maintain the home or other properties. If you have many folks coming to your home providing services, it’s good to have a single point that is coordinating everything.

Can solicit bids and coordinate vendors to supply needed household maintenance services such as lawn care, pest control, etc. We can use vendors you prefer (or already established) or those who I’ve vetted in my “Little Black Book.” Your choice.

Keeping track of who is showing up and when, for what, and what they’re charging.

If you’re receiving services from various agencies or vendors, I can act as the central point of contact regarding scheduling, billing, etc. 

Act as liaison with various professional services as needed to ensure they get the information they need and follow through to provide client services. 

Make sure no timelines are ignored or important deadlines missed. This can be things from vehicle registrations to filing appeals for property taxes.

Personal (Virtual) Assistant

For those living in the “Boots on the Ground” service area, I can go to your location to oversee projects. We love getting hands on with personal money management.

But, if you are not in our service areas we are more than happy to offer remote services for your needs.

Although online tools have done a lot to reduce this workload, you sometimes need a human eye on things. I make sure that important things get to you when they need to.

I can also take care of sending cards for special birthdays, holiday cards and similar type functions that are important but you may not have time to do.

Shopping, reservations, travel arrangements, or special events where you need someone to see things through and make things happen.

Home or office relocation coordination and planning, larger home renovation planning and monitoring, and the like.

Independence Navigator

What Clients Say About Us

Shannon helped me to navigate through some rough seas. Specifically, she helped me to supply what Computershare needed to transfer the title of the four stocks from either my mother, father, or owned as joint tenants to transfer all stocks to my Mother’s Estate.

I had been working on my own for six months without any success. This started in August of 2022 until my wife hired Shannon in February of 2023.

Barry

I Am Getting Back On Track

After struggling to figure out where all of my money was going Shannon really dug in deep to discover what I was missing! This was an amazing relief and now I am getting back on track with my spending and saving! Thank you so much!

Andrew T

Found Her So Helpful

“Shannon is a consummate professional. I would recommend her highly and wholeheartedly. We feel very fortunate to have found her through an old mutual friend who also found her so helpful.
Shannon has the rare quality of being able to anticipate issues before even we might. She can diffuse situations that have emotionally fraught aspects with her calm and methodical and respectful manner. She has added considerable value to our family by helping my father manage his finances, giving me more time to be present with him during the time we have. Just to name a few salient examples of specific ways she has helped, she helped us implement a system to curtail potential for fraud, and has helped reduce or medical cost through better application of insurance. One would be well served by her skilled talent. “

Chris E

Appreciated the Candid Answers

“When looking for a person to handle your finances/assets/property, you want the person to be detail oriented, organized, honest, and knowledgeable
Not only was Shannon able to organize my hot mess, she broke it down so that I could understand how and why it was being done that way.
Promptly answered my questions, and usually offered better suggestions/solutions. Appreciated the candid answers, if my choices were dumb.
No hesitation in recommending her services to any of my friends and colleagues. Fixed my book keeping, helped me organize my business, and helped me avoid long term liabilities.”

Sac

You Have Excellent Instincts

“My son & I have enjoyed working with you. It seems that when one gets into their eighties as I have that financial complexities just seem to increase.
You are very thorough and professional. You have made both of our lives much easier. You have excellent instincts! Thank you for your invaluable assistance.”

Wayne E

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