We prefer to meet with clients in the comfort of their home to tailor our services to their situation, needs and future goals.
Are you or a family member overwhelmed when you pick up the mail? Is the thought of reviewing and paying your bills more than you care to handle? We can assist with organizing your current bills, reviewing your bills and helping with timely payment.
Is it time for you or a loved one to make the change from independent living to an assisted living facility? Are you overwhelmed with 10, 20 or 30 years of old bills, bank statements, tax returns and legal documents? Do you know where to start? We can help with all aspects of making the transition. We can assist with going through those boxes, drawers and stacks. We will safely dispose of those documents and maintain current paperwork securely and confidentially. We can sell or dispose of furnishings that won't make the move with your family and coordinate the move to the new facility where they are.