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
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I have an MBA from The Pennsylvania State University (Penn State) and over 20+ years of management consulting and business ownership experience with direct experience in project management, accounting, finance, insurance, investments, taxation and essentially being the person one called when things needed fixed but no one knew where to start.
I am a member of the American Association of Daily Money Managers (AADMM.com) and am background checked, bonded, and insured. I also employ strong data security and storage practices and take great care in the information entrusted to me.
08:00 am - 05:30 pm
- Tuesday08:00 am - 05:00 pm
- Wednesday08:00 am - 05:30 pm
- Thursday08:00 am - 05:30 pm
- Friday08:00 am - 05:30 pm
- Saturday Closed
- Sunday Closed