SERVICES

• Digital and paper document organizing

• Customized organizing systems

• Estate document planning and management

• Personal file audit and inventory

• Digital privacy and security implementation

• Insurance claims management

• Monitor and reconcile credit card and mobile payment accounts

• Pay bills on your behalf and handle billing disputes

• Organize and maintain bills and other important records

• Assist with budgeting and spending plans

• Negotiate financial matters with third parties as needed and requested

• Review and prepare financial data for tax professionals

• Collaborate with financial, legal, and other professional advisors as requested

• Work with financial tools such as Quicken and Quickbooks

• Assess and coordinate technology services