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Money Management

Custom Services

We:

  • Manage personal finances for aging parents
  • Maintain a personal income and expense balance sheet
  • Design a personalized long and short term spending plan
  • Inventory and photograph at risk personal valuables
  • Manage finances when you travel abroad
  • Manage payroll details for household employees
  • Track donation history and coordinate new donation approvals
  • Monitor children’s education expenses and credit cards
  • Organize records to streamline tax preparation
  • Maintain all financial files in paperless format
  • Interact with CPA, bankers, and other financial advisors on your behalf