Budgeting & Savings Plans
Tax Record Organization
Banking and Mobile Money
Certified Public Accountants
Financial & Wealth Advisors
Assisted Living & Nursing Homes
Caregivers & Nurses
Care Plan Development & Management
Monitoring In-Home Care
Acting as a Liaison to Families at a Distance
Coordinating Senior Housing & Assisted Living
End of Life Care — Preparation & Planning
Bookkeeping services including invoicing, accounts receivable and vendor payments, payroll.
Tax Record Management
Coordination’s with CPA’s and other professionals.
Assistance with personal/family finance.
Includes “Traditional” service offerings.
Certified Trustee & Guardianship
Unbiased, Conflict Free
Powers of Attorney
Wills & Trust
Advocate for Medical & Financial
Care Plan Administrator
Medical Health Care Directive
Unbiased, Neutral Party
*Customized Services also include “traditional” service offerings.
Fees are traditionally billed on an hourly basis and customized to meet every clients’ need. Detailed services offered may require additional costs or time commitments.