We start with a personal meeting to review your goals and clarify what services you require. Depending on your requests and needs a plan is developed for us to work together.
Based on the estimated work required we will establish a weekly, bi-monthly or monthly schedule to meet and take care of the matters of daily money management.
We will organize paperwork and electronic data files, so they are easily accessible when needed.
Referrals from Accountants, Bankers, Financial Advisers, Insurance Agents, Care Homes, Care Givers and Case Workers are appreciated.
Please contact me for more information about how I can be of service to your clients.