Individuals and families I can help include:

• Seniors or their families who don’t live nearby and/or lack the time to organize and manage their loved ones’ financial affairs

• People with disabilities that make it difficult for them to manage their financial affairs.

• Individuals going through a change of life circumstances, such as the death of a spouse or life partner who managed the household finances. 

• Busy professionals, active retirees, or frequent travelers who want to be unburdened of the time and administrative headache of financial care for themselves or others

• People who find it stressful and burdensome to deal with numbers and paperwork.