People today are bogged down and overwhelmed with their affairs.  We come in, provide an assessment of what needs to be done and then perform it.  It is highly personalized and something you should expect from from us.  We can pay all of their bills, maintain their bank accounts, track their spending via credit and debit cards, and keep track of all investment activity flowing through brokerage and retirement accounts, handle household and small business payroll, prepare their tax filings and so much more.  It doesn't matter if it's for you, your aging parents, or your business.  These matters are important and no doubt causing you lots of stress.

Consider some of the classic reasons why clients call us:  

• More often than not, someone is in crisis, such as a threatened eviction or utility cut-off, all because someone's financial commitments haven't been satisfied. 
• They get a notice from the Internal Revenue Service about something not being paid and they have no idea what it means or what's wrong. 
• The mail never seems to stop coming and it is taking forever to get through all of the paperwork.
• The death of a significant other who was handling all of the finances and now it's the spouse's problem for the first time in their lives.
• Paperwork from unpaid medical bills piles up and goes unattended, resulting in notices from creditors
• They are being threatened to be placed in a nursing home because they cannot keep up on their finances

Don't fool yourself; mistakes happen to all of us.  And when they do, it always costs you money, whether it's a bank charge, a late fee, finance charge, fine or late penalty.  This is just one of the reasons why the banks and financial institutions make so much money.  Most of our clients are surprised when we tell them exactly how much money they've been paying and how we will make this all go away.

When we first get involved with prospective clients, they are surprised to find out how much money it is costing them in bank charges and other unnecessary fees that can be eliminated with our services.

We look at our role as a Trusted Financial Advisor and we work hard at building that relationship.  While our services are broad and diverse, it is purposely designed to meet the needs of unique and complicated family financial issues.  While it is clear that not everyone will need all of our services, our business model is built around picking the right services for your specific needs.