Organization & Bills

• Do you ever feel overwhelmed by the amount of mail, bills, or paperwork you receive each month?

• Have you missed payments, incurred late fees, or had trouble keeping track of due dates?

• Do you have a system in place for keeping important financial documents organized and accessible?

Financial Oversight & Tracking

• Do you know how much money is coming in and going out each month?

• Are you confident that all of your accounts, investments, and insurance policies are being monitored regularly?

• Do you find it difficult to reconcile your bank or credit card statements?

Life Transitions

• Are you managing the day-to-day finances for an aging parent or relative?

• Have you recently experienced a life change (retirement, loss of a spouse, divorce, illness) that makes managing financial details more difficult?

• Do you feel your time could be better spent on family, work, or hobbies instead of paperwork?

Fraud Prevention & Oversight

• Do you ever worry about being taken advantage of financially?

• Would it give you peace of mind to have an extra set of eyes reviewing your statements and transactions?

General Stress & Capacity

• Do you feel that keeping up with paperwork and financial details takes too much energy or creates stress?

• Would you like more simplicity and clarity in your financial life?