Money management support for senior citizens.

Practical help with bills, budgeting, bookkeeping, and financial organization for senior
and the family members who support them.

Support for Seniors and Their Families

  • Seniors living independently
  • Adult Children helping parents
  • Families needing oversight

Bookkeeping

Track income, expenses, and financial records in a clear, organized way.

Budgeting

Create and maintain a realistic monthly budget based on actual needs and spending.

Financial Oversight

Review statements, organize records, and help keep monthly finances on track.

Bill Pay Support

Assist with routine bill payment and financial paperwork with client permission.

Consulting

Provide one-on-one guidance for questions, planning and financial organization.

Investment & Tax Referrals

We do not provide investment management or tax advice. We can refer you to a Financial Planner/Advisor or CPA when needed.

How it works

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Initial Conversation
We talk through your needs, concerns and current financial routines.

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Review & Organization
We identify what help is needed with bills, budgeting, paperwork and bookkeeping.

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Ongoing Support
Support can be weekly, monthly, or as needed depending on the situation.

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Clear Communication
You only pay for the time used, billed in 1/6 hour increments.

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Professional, Practical and Respectful

  • Access to financial information is only provided with client permission.
  • We focus on bills, budgeting, paperwork, bookkeeping, and financial oversight.
  • We do not handle investments and do not provide tax advice
  • When needed, we refer clients to a financial planner and / or CPA
  • Error & Omission insurance is being secured
  • Membership in AADMM is being pursued, including background check standards

Simple Pricing

Transparent rates for flexible, dependable support

Bookkeeping & Financial Oversight

$75/hour

For bookkeeping, bill support, budgeting, record
organization, and oversight.

Consulting

$150/hour

For consulting, strategy, and financial
organization guidance.

Time is billed in 1/6-hour increments, so you are only charged for the time actually used.

Frequent questions you may have

  • Do you manage investments?

    No. Investment management is referred to a financial planner.

  • How often can support be provided?

    Weekly, monthly or as needed depending on the client's situation.

  • Do you provide tax advice?

    No. Tax advice is referred to a CPA.

  • Will you have access to accounts?

    Only with clients permission, and access is limited to what is needed for the agreed support.