My elder care services provide you with the help of a caring, honest and knowledgeable professional. I am here to assist your cherished family member as they get older and may need some help with their day to day financial tasks. I am completely objective as to my clients financial needs, I do not sell financial products or insurance and do not receive commissions on referrals.
Here are a few of the services I provide:
- Reviewing and paying household bills, budgeting and record keeping.
- Determining that income is received and deposited.
- Handling day to day financial transactions, repairs and maintenance items and emergency medical expenses.
- Organizing and reviewing legal documents.
- Preparing an inventory of personal assets and investments.
- Identifying and planning retirement income, needs and goals.
- Determining current and long term cash flow needs by analyzing income and expenses.
- Planning, preparing and filing taxes.
Elder care services are crucial to help your elder family members maintain their independence and financial freedom. Contact me today for more information.