Perfect Fit For You - Our packages are designed for those having difficulty managing their personal monetary affairs (busy individuals, elderly, disabled).

Bill Paying - Payment of routine bills on a regular basis.

Reconciliation - Reconciliation of bank accounts and investment statements.

Organization - Organize and track all financial, legal, medical and insurance paperwork.

Communication - Communication with accountants, attorneys, etc. at client request

Recommendations - Recommend professionals regarding services needed by client.

Preparation - Preparation of monthly income and expense report.

Budgeting - We offer complete financial budgeting.

Notary - We can notarize documents