achieve freedom from your financial chores

Services Offered

Mail

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Process mail

Reduce junk mail

Change of address

Prepare correspondence

Bills

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Review, prepare and/or pay bills

Monitor accounts

Set up autopay

Negotiate with creditors

Assist in budgeting


Banking

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Monitor accounts

Reconcile statements
Make bank deposits

Record Keeping

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Organize financial and tax documents

Organize health records and expenses

Quicken & Quickbooks management

Medical Claims

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Review medical bills and insurance claims

Process payments and obtain refunds

File insurance claims and appeals


On Your Behalf

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Interface with financial, legal, service, accounting and other professionals

Rates

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Consultation

Please call for rates.  

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In-Person Services

Please call for rates.


Requires three hour minimum.

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Virtual Services

Please call for rates.


Requires four hour monthly minimum.

Available for Speaking & training