I will come to your home and provide two hours of consulting services on household financial management.

I can help you organize your financial life and data, saving you time, stress and money. You’ll have peace of mind and more time to do what you enjoy.

I work with seniors and busy professionals to provide services, including:

• Checkbook management, bill paying and reconciliation


• Budgeting assistance


• Generating documentation for tax preparers


• Setting up a home office filing system that works for you


• Review of credit card and bank statements, utility and insurance bills


• De-cluttering by clearing out / shredding outdated and unnecessary documents


• Checking credit reports and clearing up errors


• Expense tracking and categorization


• Reviewing Medicare and Social Security options