How We Work

Unlike other financial/home management services companies, we come to you and work with you in your home. This is ideal for our less mobile or older clients who would prefer not to travel to a downtown office. It also gives the client a greater independence and control. For example, we are happy to use existing systems if that is more comfortable for the client. Being in the home also gives the client advocate an opportunity to pro-actively address situations before they become problems.

Services are available on an hourly or a per project basis. While many clients hire us for a several-hour period on a weekly basis, frequency and duration of visits is entirely up to you. We work primarily in the greater Chicago area, but also can work long distance, for example, managing a client’s bill paying electronically and telephonically.