How may I assist you?

Daily Money Management

Bill paying
Reconciling financial statements
Cash flow planning & management
Monthly financial reporting
​Gathering & organizing documents for taxes​​​

Everyda​​y Projects

​Sorting and reviewing your mail
Filing personal paperwork
Coordinating financial projects
Scheduling your personal appointments 
​​Handling your affairs while you travel

Financial Technical Support

Online banking & bill pay setup
Quicken & QuickBooks setup & tutoring 
Technical troubleshooting
Remote online software support

​Need help with something not listed here?  Just ask!  If I can't do it, I'll refer you to a qualified, trusted colleague who can better assist you.