MONEY

Since 2013, I have helped seniors and disorganized adults become and stay financially organized. With a M.B.A. and over 30 years of experience in both financial management and human services, I provide outstanding service in helping clients maintain control of their finances. I often come into situations that have clients feeling overwhelmed, and I calmly and efficiently set priorities and create order and systems that relieve clients' anxiety. I work with clients in their homes and keep family members informed, with the client's permission... Provides services including bill paying, filing medical claims, budgeting, and organizing information for tax time. Serves senior citizens, people with physical and mental disabilities, busy professionals.