How I Work

Please contact me if you are interested in working together. We can discuss your goals and projects over the phone and decide how to proceed.  The first session for the Daily Money Management client could be for reviewing assets, bills, office files and determining the course of my services. This could also include sorting, purging and organization of a client’s backlog of mail, bills, or financial statements. Depending on the client’s needs, I can see them every week, once a month, or as needed.