A major life change can bring new financial responsibilities at a time when you already have plenty to deal with. The loss of a spouse or partner, divorce, retirement, or another change in circumstances may leave you handling bills, accounts, paperwork, and financial decisions that someone else previously managed. As a money concierge, I can help you get comfortable with those new responsibilities and create a system that works for you.

We’ll start by talking about your situation, what needs attention now, and where you would like some help. From there, we can establish a practical spending plan and develop an easy to manage system for paying bills, keeping track of important paperwork, and handling recurring financial tasks. Your system can be paper-based, electronic, or a combination of both - whatever works best for you.

I can also help you set up automatic payments, organize accounts and records, and become comfortable using the financial tools you choose. Just as importantly, I’ll work with you, so you understand what is being done and remain in control.

You may need help only while you adjust to your new circumstances, or you may decide that ongoing support makes life easier. Either way, the goal is the same: less financial stress, greater confidence, and more time to focus on what matters to you.