PERSONAL FINANCIAL NAVIGATION

We help our clients with their daily money management needs. We assist with bill and bank account management, medical claims, tax document organization and filing... We can help you set up the infrastructure in your home to assist you with aging in place or help you evaluate Continuing Care Retirement or Assisted Living Communities... family services and professional services in small business bookkeeping, daily money management and daily living assistance.

Also known as: Personal Financial Navigation LLC

Primary location: Westfield United States