Our Services

Quite simply, we are dedicated to helping our clients’ lives run more smoothly and eliminating stresses associated with the day-to-day management of their household affairs.

Client advocates can assist in tax organization, bill paying, coordination of health insurance claims, troubleshooting with vendors, setting up file systems, following through on consumer complaints, managing calendars, scheduling appointments, daily money management, navigating Medicare and many other tasks based on individual need.

It’s important to know that all our client advocates are carefully vetted, bonded and insured. They do not have signing power on any client accounts, they only do the upfront organizational work. They may prepare checks to pay the monthly bills, but the client is always the one to sign them, and the client is always in control.