Licensed, Bonded & Insured
Since 1995, I offer services that many seniors and their adult children can rely upon for easier transitions. From downsizing the family home to moving into assisted living, I have helped hundreds of people through the different phases of life.
Right Sizing and Move Management
I offer hands-on clutter counseling, sorting, purging and removal. For those moving, I can organize and stage the home for a quick sale. After the sale, I can assist by helping to determine what will be appropriate for the new home environment. I have also helped with unpacking possessions and will purchase, deliver and set up necessities for a new household. I also offer safety assessments and solutions designed to improve mobility, as well as prevent falls, fires and other security risks.
Paper Management / Daily Money Management
Paper, Paper Everywhere! Another common issue many seniors face and one I have expertise in is paper management. From setting up and maintaining custom filing systems for important estate/financial/tax documents to paying bills on line I help make paper/money management easier. I have set up numerous clients on online bill pay and taught them how to use it. I am an expert at Quicken and creating and tracking budgets, medical bills and reimbursements. I also work with other professionals regarding legal, financial or insurance needs. My services include: Notary services, auditing current service providers, end of the year tax preparation for accountant, help with final wishes and end of life planning.