About

My clients range from busy professionals, overwhelmed parents to seniors, particularly those with ADHD or those navigating healthcare challenges.  Call me for a complimentary consultation to identify the best way I can support you: remotely, in person, or hybrid.

As a Daily Money Manager, I offer: 

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  Preparation of tax and real estate documents

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  Efficient filing systems (digital and paper) for record keeping

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  Healthcare navigation support including submitting and tracking/negotiating claims

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  Bill payment including reconciliation of accounts

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  Managing FSA, HSA, and DCFSA reimbursements

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  Open Enrollment Benefit Consultant

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  Researching and managing travel projects from comparing flights to visa/passport applications

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  Vetting Contractors and other services as needed

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  Providing logistical support before and after a move

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  Assistance with registration applications (Daycare, DMV, etc)

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  Liaising with accountants, attorneys, financial advisors, real estate agents, etc.  

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  Creating a Legacy drawer for loved ones.