Daily Money Management & Concierge Services for Older Adults
Practical Support for an Organized, Less Stressful Life
From organizing important documents and financial records to navigating technology and life transitions, personalized assistance is provided to simplify the details of everyday life and bring greater peace of mind.
Document & Financial Organization
-
Organize and establish filing systems for essential documents
-
Financial, tax, legal, insurance, medical, and other important records
-
-
Organize and track digital assets and passwords
-
Bill paying and financial statement reconciliation
-
Quicken and QuickBooks Online
-
Income tax preparation
-
Interface with family members and trusted advisors
Life & Estate Transition Support
-
Assist with estate settlement
- Help organize important information and documents for loved ones
- Coordinate information with family members and trusted advisors
Technology Assistance
-
IT assistance and problem-solving with mobile devices and computers
Notary Services
-
Notary Services for important personal and legal documents
*Rates are hourly
Call 239-586-8966 | 440-622-9093 to begin your Concierge Services
"Janet is the consummate professional - wise, trustworthy, experienced, compassionate, and highly competent. I highly recommend her for your financial organizing needs."
EF, Small Business Owner
Filing Systems
Organizational supplies are available. Additional charges may apply.
Filing systems are created, tailored to your personal needs, preferences, and available space. Your system may be as simple as a file box on your desk or as comprehensive as a customized filing cabinet. Documents and statements are sorted and organized, unnecessary papers are removed, and important records are filed in clearly labeled folders for easy retrieval.
For added protection and security, essential documents can be organized in a fireproof box with a lock. Combination fireproof and waterproof options are also available.
Prefer a paperless system? Important paperwork and documents can be scanned and securely organized on your computer or a USB flash drive. Additional flash drives can be prepared for family members or trusted advisors, providing convenient access when needed.