Individuals going through life changes 

Adapting to new life circumstances can be challenging. Widows and widowers, divorcees, and anyone who loses a life partner may face new and unaccustomed responsibilities – both for their families and for themselves. If you are such an individual, I can act as your personal business manager by first meeting with you to obtain a full understanding of your situation.

To meet your specific needs, I develop a personal action plan. A realistic, personal budget and a practical system for paying bills and handling paperwork is the result. This includes building a system that is paper or online based, according to your preferences, including automatic bill payment so important deadlines are met. I can then help select and use the financial tools you prefer, providing as much time as you need to understand and take over control of the system and your overall finances.  Or you can choose to continue receiving my support on an ongoing basis.

I’ll provide hands on, practical advice to enable you to avoid late fees, credit card finance charges and bank overdraft fees.  Best of all, I’ll help you be confidently in charge of your financial destiny.