​​​​​​​​​​​​​​​​​​Personal Finances

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​​Our personal financial services include the following and are customized to me​et your needs:

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• Paying bills by preparing checks 

• Opening and organizing mail

• Setting up and maintaining financial files

• Balancing/reconciling checkbooks

• Making bank deposits and fund transfers

• Monitoring and reconciling credit card activity

• Organizing tax documents and other paperwork for CPA/tax accountant, attorney, or financial advisor

• Deciphering medical insurance paperwork and verifying proper processing of claims

• Handling vendor payment questions and disputes with the assistance of the client

• Advocating on behalf of the client to connect with other service providers

• Referring clients to investment, legal, and CPA/tax accountant professionals

• ​Interacting with professional advisors on the client's behalf

We'll Come to You!