Keeping up with your everyday personal business matters can be overwhelming.  There are bills to pay, finances to track, documents to file, projects to do, things to fix.....the list goes on and on.  When you don't have the time or energy to get it all done, I'm here to help.  I keep on top of your day-to-day financial and administrative responsibilities, giving you peace of mind and freeing you to focus on other priorities. 

With over 30 years of experience successfully managing personal business matters on behalf of individuals and small businesses, you can rest assured that I work in your best interest at all times, and will manage your personal affairs efficiently, accurately, and with the highest degree of integrity.  All services are completely confidential.  

I specialize in assisting:

• Busy executives who need to offload personal financial matters, and who also may need bookkeeping help for their small businesses
• High net worth individuals who need help coordinating everyday finances with their tax & investment advisors, property managers, trust attorneys, and more
• Retirees who need help keeping up with their mail, bills, bank accounts, tax documentation, and tech issues

I'm here to make your life a little easier.  Please let me know how I can help you.
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