Individuals

Feeling a bit overwhelmed?  In need of some support or a helping hand for yourself or a loved one?  We are here for you if you require short or long-term help when you are stretched too thin.

Our personal support services can help you in flexible, practical ways that fit your own needs and lifestyle.  We listen to your needs and can help develop a plan that makes sense for you.

Life can happen and you feel you are not enough, from becoming a caregiver for a loved one, administering an estate, or addressing your own personal affairs.  As an additional challenge, you may be assisting individuals with age-related issues or special needs.

Our support services include:

  • Advocacy 
  • Bookkeeping
  • Conflict resolution
  • Daily money management
  • Executive function coaching
  • Filing systems (e.g. creating and organizing)
  • Managing insurance coverage (e.g. medical and personal assets)
  • Organization
  • Overseeing vendors and contractors
  • Research
  • Supporting client representatives (e.g. attorneys, financial planners, and accountants).

Let us know how we can help. Questions? Contact us for a free consultation.