About

Life Admin Navigator, LLC provides professional Daily Money Management and life administration services to individuals and families who need help organizing and managing the financial and administrative details of everyday life.

We work with busy professionals, older adults and their families, individuals navigating major life transitions, and those who benefit from additional organizational or executive functioning support. We provide services in person, remotely, or through a combination of both.

Our services include:

• Bill payment, account reconciliation, and financial organization
• Organizing financial records and creating efficient paper and digital filing systems
• Gathering and organizing tax documents and coordinating with accountants
• Healthcare billing, insurance claims, reimbursements, and benefits administration
• Managing FSA, HSA, and DCFSA reimbursements
• Reviewing and organizing insurance policies and related documentation
• Coordinating with financial advisors, CPAs, attorneys, insurance professionals, healthcare providers, and other trusted professionals
• Administrative support following the death of a spouse or loved one
• Organization and coordination related to moves and other major life transitions
• Vendor research, coordination, and follow-up
• Creating organized household and legacy records so important information is accessible when needed

Our role is to help clients stay organized, keep important financial and administrative matters moving, and reduce the burden of managing everything themselves.

Contact Life Admin Navigator for a complimentary consultation to discuss your needs and determine how we may be able to help.