I know how overwhelming it can be filling out paperwork, juggling multiple accounts, planning for the future, and making sure all your bills are paid.

Have you recently lost a loved one that organized all your finances? Let me help!

Small Businesses:

  • Create & Maintain Basic Websites*

  • Assess Cash Management Needs

  • Liaise with Banks, CPAs, & Legal Counsel

  • Identify Small Business Entity Type & Help Register with the State

  • Create a Business Plan

  • Educate on QuickBooks

 

 

 

Individual:

  • Analysis of Financial Documents

  • Assist with Estates Processing (e.g., Re-titling of Accounts)

  • Complete Asset Transfer Paperwork

  • Coordination with Brokerage Firms & Other Institutions

  • Research & Recovery of Lost Stock Certificates/Assets

  • Management & Automation of Recurring Transactions (e.g., BillPay, Quicken)

  • Collaboration with Estate Attorneys & CPAs

  • Educate on Financial Statements and Various Financial Accounts

Fees are determined upon initial consultation. Fees depend on the scope of work and client needs. 

*Basic website creation and maintenance for one year: $1200 ($600 upfront; remainder billed quarterly) **Does not include annual web domain fee or any fees associated with domain host.