Our daily management and financial organizing services are tailored to each client’s needs and preferred ways of doing things. If there are needs beyond our skills and experience, we readily refer clients to a wide range of other trusted service providers.

Here is a sampling of the types of services we provide for clients, their families, and/or their trusted advisors in Westchester County & Rockland County (New York); Northern New Jersey; and in Manhattan:

  • Open and sort mail, determine and carry out the appropriate next steps.
  • De-clutter and create/update filing systems, identifying what to shred or discard (with the guidance of your attorney or CPA, as appropriate).
  • Review and pay bills. Question or contest unclear or incorrect billing and fees.
  • Establish auto-pay and direct deposit where appropriate.
  • Create a bill-paying calendar and lists to identify auto-pays, vendors, contact information, etc. for easy reference.
  • Coordinate with trusted advisors and provide them with the information and paperwork they need in their work on behalf of our shared client.
  • If requested, accompany clients on visits to their trusted advisors (financial planner, attorney, CPA), to take notes and ask questions on their behalf.
  • Locate and organize important documents and key household, financial, and legal information, helping fill in any “gaps” that may exist, for family and fiduciaries.
  • Keep an eye on home maintenance needs; connect and communicate with service providers and monitor their activity and invoices.
  • Manage insurance claims (property, medical, long term care).
  • Refer/introduce clients to additional services to improve their quality of life and encourage their independence.
  • Provide an extra set of eyes to spot and avoid potential problems before they develop.
  • Provide “boots on the ground” support to family members and fiduciaries.
  • Develop with clients “to do” goals appropriate to their wishes and abilities.
  • Identify and apply for a wide range of benefits (such as property tax exemptions, senior discounts and perks, and unclaimed funds).
  • New York State Notary