Not feeling quite as comfortable with managing your money these days? We can help. We come alongside to understand your most pressing money management needs. Then we create a plan together to address those needs. We carry out the plan, getting others involved as needed, and stay with you throughout the process. If you have a family business, we work with you and others regarding decisions about the future of your business.
We look forward to guiding and supporting you during this transition.
Service Options
Below is a list of service options (click on titles to view details):
- Basic Money Management: Helping with basic money tasks
- Representative Payee: Managing Social Security or Supplemental Security receipts and managing overall expenses
- Agent Under Power of Attorney for Finances: Making financial decisions on behalf of another when/if the need arises
- Conservator: Serving, at the appointment of the court, to manage finances of a minor or incapacitated person
Service Descriptions
Basic Money Management
As a basic money manager, we help clients with basic money tasks. This can include creating a spending plan; tracking income; receiving and paying bills; identifying and resolving billing issues; monitoring and reconciling bank statements, credit cards, and investment statements; and providing periodic reporting.
Representative Payee
As representative payee, we can be appointed to receive and manage Social Security or Supplemental Security (SSI) payments on behalf of clients who are unable to manage their benefits due to various reasons. As representative payee, we are responsible for using the funds for the beneficiary’s current and foreseeable needs, ensuring that the benefits are utilized appropriately.
Agent Under Power of Attorney for Finances
As agent under power of attorney for finances, we can manage a client’s financial affairs and make financial decisions on their behalf.
Conservator
As conservator, we are appointed by the court to manage a minor or incapacitated person’s financial and personal affairs. Conservators have the power to control the individual’s finances and make decisions on their behalf.
Let’s get started
Contact us for a free initial consultation. We look forward to hearing from you.