Our Approach

We Help Simplify Your Life

We simplify your life through in-home personal paperwork assistance. Our services help you organize and safeguard your finances. Together, we determine how best to assist you. Our goal is to help you live independently and avoid financial exploitation.

We Protect Our Clients

We help protect you from unnecessary fees and questionable business practices confronting seniors today. We do this by coordinating household services so you are not victim to questionable business practices, confusing policies, and unnecessary fees.

We Do Not Take Over

We help seniors avoid guardianship and a complete loss of independence. Many seniors struggle with handling their financial affairs due to various obstacles including change in health, loss of a loved one, mobility, and physical/mental health. They worry about losing control of their affairs, being taken advantage of, or sharing private financial information. Some have experienced a life event that has altered their daily lives and need a little help getting back on track. Our services can be a comprehensive plan or just a monthly reminder.

We Offer Peace of Mind

We professionally manage financial responsibilities, advocating for your financial welfare, and ease the burden of caregivers who are caring for aging parents while raising their own families.

We are Trustworthy

We are insured and bonded, members of the American Association of Daily Money Managers, (AADMM) and adhere to their Code of Ethics. Your business is always confidential and handled with great detail and accuracy.