Seniors understand that the need to stay organized and independent does not necessarily mean that they must personally handle the financial minutia. Delegating the day-to-day details, while overseeing the big picture allows them to spend more quality time with their passions…whether it be sailing, traveling, reading a great book, or just having time with the grandkids. We specialize in taking care of day to day financial tasks so that you can spend time doing the things you value most. We help you find more time for yourself and your family by taking care of a variety of personal business and paperwork tasks.
Whether you are recently retired and active, or a busy professional, our monthly accounting and money management services allow you to keep your finances under control and bill payments on track, to avoid costly errors and to maintain good tax records.
To learn more about how we can assist you with your unique money management needs, contact us at 425.954.8500 or drop us a line. We offer a range of services, tailored to your specific needs, budget and lifestyle. Here are a few:
- Bill paying/check writing
- Record keeping
- Bank account reconciliation