Tailored Lifestyle &
Retiree Services

I specialize in providing seamless solutions to your day-to-day demands, customized as needed.

Services Include: 

Personal Financial Organization

Help with budgeting and ensure bills are paid on time and organized for easy access. Provide check-writing and cash flow assistance to ensure funds are available and prevent errors or fraud.

Calendar Management &
Organization Assistance

I handle scheduling, organize your day, and confirm your meetings so you never miss an appointment. I also organize and declutter documents for easier home management.

Fraud Prevention and Monitoring

I help you set up protection and monitor your accounts for unauthorized transactions, including scams, identity theft, and fraudulent charges. With your permission, I also act as a liaison to dispute any unauthorized charges.

Customized Solutions

Your life is unique, and so are your needs. I offer personalized services tailored specifically to your lifestyle, ensuring you receive the support that best suits you. Services include, but are not limited to the following:

• Move Management / Relocation

• Consignment and Donations

• Storage Solutions

• Home Improvement Liason

• Travel Services

• Home Monitoring (Peace of mind while you’re away.)

Estate and Legacy Planning Support

I assist with organizing estate documents (wills, trusts, etc.) and creating a clear financial picture for executors and family members. I also liaise with your CPA, Financial Planner, and Attorney.

I handle your tasks with confidentiality, professionalism, and compassion, providing personalized attention. You and your loved ones can feel confident that your financial needs are well-managed.

I simplify your life.