Keeping things running smoothly and making sure things don’t fall thru the cracks!
Getting Started
Here are the simple steps to meet us and see if we are a good fit for you.
1. Perform an Initial Meeting with the client & family to listen and assess the situation. Get to know each other.
2. Determine your needs, concerns and expectations; Explain the services offered by reviewing my checklist.
Explore the specific, measurable ways in which our services will be valuable by assisting your financial guardians or people important to you.
3. Determine if both parties feel like working together is a good fit. THEN, Let’s get Started!
Here are the simple steps to meet us and see if we are a good fit for you.
1. Perform an Initial Meeting with the client & family to listen and assess the situation. Get to know each other.
2. Determine your needs, concerns and expectations; Explain the services offered by reviewing my checklist.
Explore the specific, measurable ways in which our services will be valuable by assisting your financial guardians or people important to you.
3. Determine if both parties feel like working together is a good fit. THEN, Let’s get Started!
Periodic Services Offered - Routine tasks
Household management
Bill Pay
Mail review and organization
Personal visits
Grocery Shopping
Technical or computer needs
Travel to appointments or grocery with you (I will drive your car)
Running Errands/Buying gifts
Laundry
Household management
- Review your processes in place today.
- Collect and document a checklist of maintenance items, their schedules, service person, and contact info.
- Schedule any home maintenance and repair work, and supervising the projects as needed.
- Obtain Referrals or coordination with other professionals for services needed.
- Coordinate lawn care and trash pickup.
- Periodic water filter check & replacement. (Refrigerator/Ice Maker, whole house)
- Periodic light bulb changes as needed.
- Periodic dryer vent check.
- Periodic septic care / well care review.
- HVAC/home warranty contract review and followup seasonal checkups.
- Seasonal review of household tasks, such as water shutoff, storage of items for the summer/winter,
- Investigate or provide references for community services.
Bill Pay
- Review your process in place today.
- Create and maintain a budget, if needed.
- Review and setup Expense and Income tracking, if needed.
- Setup one bank account to pay bills from only. This limits my visibility to just bill pay funds.
- Setup automation of finances and create online banking transactions, if desired.
- Monitor actual spending versus budget.
- Reconcile checking/savings accounts.
- Reconcile credit card statements.
- Monitor credit card activity for suspicious activity or unwarranted charges.
- Prepare checks for monthly payment for your approval and signature.
- Prepare bank deposits — Arrange direct deposit.
- Process insurance claims.
- Reconcile the myriad of medical bills with statements, Explanation of Benefits, etc.
- Discuss billing questions with creditors and renegotiation options.
- Review the type of credit card you use, and find the right one for you to optimize rewards.
Mail review and organization
- Open, review, shred mail.
- Mail pick up and process at post office.
- Create a “shoe box” filing system (New mail, Paid bills, & Store receipts). This is simple, yet effective way for all in household (including me!) to see where were are quickly at a glance at that period of time.
Personal visits
- Check-in and socialization time.
- Monitoring of any identified aspects of interest.
Grocery Shopping
- Set up of home delivery options (PeaPod, Safeway etc.)
- Weekly shopping based on shopping list of items.
Technical or computer needs
- Setup or instruct on the use of many devices (Computer/phone/TV/internet)
- Setup or instruct on apps like email, zoom, medical portals, tele-health visits
Travel to appointments or grocery with you (I will drive your car)
Running Errands/Buying gifts
Laundry
One-Time Services Offered
1. Organize and digitize important papers.
2. Prepare correspondence as needed.
3. Document management.
6. Assisting you when you make a significant purchase or sell something of value.
7. Assisting you in the purchase of a new cell phone & setup.
8. Assisting you in the purchase of a new computer or printer & setup.
9. Organizing Insurance records and creating contact lists to put in a safe place.
10. Event planning, organizing and coordination.
11. Arranging appointments for personal and professional needs.
12. Explore a project together like creating a Family Tree and research family history on-line. (i.e. Ancestry.com)
13. Residence visits during vacation/travel.
14. Organizing / digitizing family pictures for sharing and archiving.
16. Attend planning sessions assessing nursing home, assisted living, home-based care.
17. Consolidate materials for annual tax return preparation.
1. Organize and digitize important papers.
2. Prepare correspondence as needed.
3. Document management.
- Organization of emergency information & keys.
- Digitize important papers (sharing with family).
- Establish a digital library of documents.
- Thermostat (installation required)
- Video Doorbell (installation required)
- Alarm system (Simplisafe, I can do installation and setup)
6. Assisting you when you make a significant purchase or sell something of value.
7. Assisting you in the purchase of a new cell phone & setup.
8. Assisting you in the purchase of a new computer or printer & setup.
9. Organizing Insurance records and creating contact lists to put in a safe place.
10. Event planning, organizing and coordination.
11. Arranging appointments for personal and professional needs.
12. Explore a project together like creating a Family Tree and research family history on-line. (i.e. Ancestry.com)
13. Residence visits during vacation/travel.
14. Organizing / digitizing family pictures for sharing and archiving.
- Create a slideshow or movie of your life!
16. Attend planning sessions assessing nursing home, assisted living, home-based care.
17. Consolidate materials for annual tax return preparation.
