People who find financial tasks stressful and burdensome

Not everyone enjoys dealing with bills, accounts, financial records and paperwork. Even relatively routine financial tasks can become a source of frustration - especially when they pile up or simply aren't something you enjoy doing.

You may be perfectly capable of handling these responsibilities yourself but would rather spend your time with family, pursuing hobbies and interests, traveling, volunteering or doing just about anything else. Or perhaps keeping track of financial details has never been one of your strengths.

As a money concierge, I will take responsibility for the ongoing financial tasks you would rather not manage yourself. That may include paying and monitoring bills, reconciling accounts, organizing financial records, tracking spending, reviewing recurring expenses and making sure important financial matters receive timely attention.

I can also help establish practical systems for managing bills, records and other financial information so your financial life is more organized and easier to manage.

The benefit is straightforward: fewer financial details demanding your attention and more time to spend the way you choose.