If life’s rapid changes leave you overwhelmed with financial tasks, contact me for an initial boost or ongoing money management support.
As the saying goes, “Life Comes at You Fast.” Sometimes with major life changes such as the death of a spouse, illness, relocation, or other life events, things start to pile up.
If you feel that you can take over your daily money management, but need a boost to get this huge pile of work to just “go away” and off your plate so you can start afresh, give me a call. If you find out later you’d prefer to outsource the daily money management, you can be transitioned to those services as needed.
Working alongside you to give you helpful tips and tricks that apply specifically to your situation.
Getting your desktop or online software system set up with appropriate categories and give you some basic training on how to use it.
Some folks are trying to do their best, but don’t know what to keep or what to throw out. We’ll examine your situation and give you pointers on what to keep, how long, and how to keep a running file so things don’t accumulate.
I can provide customized training and help you develop a process so that you can assume your financial management.
Perfect for those who have never had to do such tasks before and need some guidance to get themselves up to speed.
Taking that piled up stack of work and making it managable.
As the title suggests. Do you have boxes or piles of mail or papers that you’re just getting more and more stressed looking at? Just want to make it all “go away”?
We’ll work together to set up a sensible filing system (physical and/or digital) that makes sense for you.
Using the software system we’ve established for you, we can also get your recordkeeping caught up and your accounts balanced.
Have a situation that you’re not sure how to resolve or the documents from said organization or agency makes no sense? I can contact them on your behalf to help make heads or tails of what is going on and supply a remediation plan, if necessary.
If the situation requires higher-level professionals (such as an attorney), I can make sure your information is well documented, helping facilitate their assistance.
Sometimes you need to simply outsource a few projects in order to be able to destress.
When you need a temporary concierge to take over a few short-term projects to help give you the capacity to finish other more pressing tasks.
Shopping, reservations, travel arrangements, or special events where you need someone to see things through and make things happen.
