Bills and paperwork can become overwhelming or time consuming due to diminished confidence, cognitive decline, vision problems, or other life events. We can handle your bills, review your mail and paperwork, and ensure that important paperwork doesn’t slip through the cracks. We’ll even help make the calls that seem burdensome to you, but are a breeze for us.
- Review/sort mail
- Organize and manage financial records (digital or paper)
- Bill pay support
- Reconcile bank accounts
- Assist with organizing tax documents and completing annual tax return packet for advisor
- Serve as a liaison between you and your financial and legal advisors