"Beware of little expenses. A small leak will sink a great ship."

~ Benjamin Franklin

Fiduciary Services/Financial Services

  • Personal and Estate Bookkeeping
  • Power of Attorney
  • Conservator
  • Trustee
  • Executor

Daily Money Management

  • Personal Financial Management
  • Income and Expense
  • Budgeting and On-line banking
  • Home Renovation & New Construction Budget Management
  • Liaison between Attorney’s, CPA’s, Investment Advisors and family members
  • Coordinate and assist in all aspects of downsizing which can include: working with client to find new housing, whether it be a condo or community living, assist with client’s transition, coordinate sale of home and other assets, home clean outs, painters, electricians and plumbers