Introduction: We offer personal business assistance services, including bill paying, bookkeeping, budgeting, tracking and validation of medical expenses.
These services can be provided in the client's home or from my office. I will interface with your other professionals: accountants, financial advisors, and in some cases attorneys to ensure that every action taken is for the protection and benefit of the client.
I am a licensed private fiduciary, insured and bond able with over 2 years of experience serving the elderly and disabled.
Experience, integrity and compassion are the hallmarks of my business philosophy.