Elderly, Special Needs & Other Personal Money Management

Do you manage your own finances, but are concerned you're no longer as capable?

Do you assist a loved one with their financial affairs and are having difficulty juggling this with your other obligations?

Do you need a separation of duties or a neutral 3rd party to help strengthen the bond?

Services range from one-off consulting to help families set up the details so they can take the reins through full-service hands-on personal finance, bill pay, and household administration services with the goal of preserving client agency and independence.

Sometimes you need extra help to manage the details. This can be that things are getting too overwhelming or simply you’d prefer to spend your time differently, such as enjoying your grandkids or traveling and not having to worry about the little details.

For those managing the finances of others, I can help restore the balance to your life and provide a keen eye on details letting you spend quality time with your family. Or I can help your family set up transparent, but secure systems to help manage a loved one's finances without the drama.

Let me be the transparent, unbiased, neutral third party.

Servicing Austin Metro and remote/virtual worldwide.

Background Checked, Bonded, & Insured

Schedule a Free Consultation