Daily Money Management 

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Managing financial tasks like paying bills, sorting mail, tracking expenses, handling insurance claims and preparing for tax time can feel overwhelming. I provide structured, reliable support to help you stay organized, financially secure, and in control of your money, without the stress of falling behind or worrying about fraud.

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With a systematic approach and personalized service, I work with you to ensure that everything efficiently, securely, and with your privacy in mind. Whether you need help keeping track of due dates, organizing important documents, or monitoring financial activity, my goal is to simplify your financial life so you can focus on living yours.

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Bill Management

No more late fees or missed payments. I ensure bills and quarterly taxes are paid on time, review statements for accuracy, and watch for any unusual activity to reduce the risk of fraud.

Expense Tracking & Financial Reports

Having a clear picture of your finances is essential. I track income and expenses each month and provide detailed yet easy-to-read financial reports, so you always know where your money is going.

Mail & Paperwork Organization

Stacks of mail and paperwork can quickly become overwhelming. I sort, organize, and securely dispose of unnecessary documents, keeping only what’s important and making sure nothing critical gets overlooked.

Tax Preparation Support

Tax season doesn’t have to be stressful. I help gather and organize tax documents, track deductible expenses, and prepare everything needed for your accountant—so you're always prepared.

Insurance & Claims Assistance

Navigating medical and insurance paperwork can be complicated. I assist with submitting claims, reviewing explanations of benefits, and working with Medicare or insurance providers to ensure claims are processed correctly. I also help manage homeowners and personal property insurance.

File Organization & Management

From financial statements to legal documents, keeping paperwork in order is essential. I help declutter, securely discard outdated files, and set up an organized system—whether in paper or digital format—so you can easily access what you need when you need it.

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