There will come a time in our lives when we will be faced with challenges that will affect our ability to handle day-to-day financial responsibilities, often requiring support from others. While the when and the whys for needing our services might differ, we do have the expertise to help you, a friend or a family member with personal and household financial management.

“My husband/wife used to take care of this stuff…”. Time and time you hear about a surviving spouse being overwhelmed by the new reality to include household finances. Not having been involved with bill paying, banking, budgeting, or working with investment advisors becomes ever more paralyzing when combined with a loss of the financial savvy spouse.

Inundated with piles of mail, cryptic medical billings, insurance statements that leave you with more questions than answers are often a challenge to even those of us who consider ourselves experienced in such financial matters. In the world of online shopping, cyber phishing scams, and bank accounts managed by a “click of a mouse” personal financial management is very tricky.

Maybe managing your financial present and planning for your financial future isn’t what you want or can afford to spend your time doing. You may want to travel the world, visit with family, pick up a hobby or may be preoccupied by medical conditions. Whatever your life’s focus, we can step in and set up a program to take care of these financial affairs.

We tailor our services to your unique situation. If you, a friend, or a family member can benefit from our household money management assistance, please call us to arrange a consultation. The money management assistance is part of our elder care services. For more information please contact one of our professionals at 401-831-0200.

We give our clients peace of mind.