Personal Financial Administration 

From preparing budgets and consolidating accounts to paying bills and managing insurance claims, we meet each client’s individual needs:
 
           -  Budgeting, financial planning and tracking income and expenses
 
           -  Streamlining bank accounts and credit cards
 
            -  Automating direct deposits and bill payments
 
            -  Consolidating and managing debt
 
            -  Managing Insurance claims
 
           -  Organizing tax-related documents and data for accountants and tax attorneys
 
           -  Tracking and documenting charitable donations