We relieve the stress of managing your personal, financial and household responsibilities all on your own

Who does this help?

• Seniors and their families

• Individuals with special needs

• Life travelers & busy professionals

• Snowbirds managing the logistics of two or more homes

We create a personalized plan to serve your individual needs - we track assets so that you always know what you have, expense monitoring to protect against fraud, bill paying, organizing your documents for taxes and maximizing deductions and recommending and coordinating other professional resources.

Going through a big life change can be stressful enough without the added stress of money.  

Who does this help?

• For retirees, divorcees or newly widowed

• For those downsizing or right-sizing

• For those going through any of life’s many transitions

We work with you during life’s transitions with a specific financial focus to empower you and alleviate as much stress as possible.  Ideal for new retirees, someone starting a new family, home or job, or anyone dealing with a divorce or death.

When your life needs don’t fit into one specific box… 

Who does this help?

• For anyone who needs help but doesn’ know where to start!

• For seniors aging in place

• For someone with special needs

• For someone who lives far away from their loved ones

  We pride ourselves in thinking out of the box and working together to develop a customized, high-touch program to make sure your needs are met and you get what you need.  Some of the things we have coordinated:  finding a personal chef to create meals customized to my client’s dietary needs, …….

Your Virtual Daily Money Manager

Who does this help?

• For baby boomers helping with their elderly parents

• For busy professionals

• For snowbirds with two or more homes

  We work virtually with clients wherever they live to maintain their “home office” away from home. We pay bills. reconcile monthly accounts, monitor cash flow and organize Income and Expense statements for taxes virtually and with complete transparency.

Many people may not have someone to appoint as a fiduciary and hiring a bank trustee can be cost prohibitive.

Who does this help?

• A solo ager who doesn’t have someone to act as their power of attorney

• Families that are looking to appoint a trustee for a special needs trust

• Blended families that want to have a non-interested party act as executor

  We are bonded and insured to act as a professional fiduciary should the need arise.

  We serve as power of attorney, trustee and executor for many of our clients and are legally bound to act in their best interest.

There is nothing more stressful than having a loved one far away without connection to resources.

Who does this help?

• If you have family in the NY Tri-state area that need to be connected to available resources

• If you need help getting connected to specialized services

• If you have a lot on your plate and want to make sure your loved ones are getting the best available help

  We act as a trusted advocate and advisor for families all over the country that have loved ones in the NY Tri-State area. We can do a wellness check, order groceries or supplies, set up technology to connect them with family and medical professionals and recommend other essential professionals.