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Phone

Mobile 914-560-6184

Based in Westchester County, NY and serving the NY Metropolitan area 

Location

Seniors - More Situations

Seniors - Another Situation 1

The older I get, the less it seems that I know. The world is moving at such a rapid clip, especially all the financial decisions I need to make. And I am intimidated by all the gadgets with the latest technology. I wish there was a way for me to have someone experienced that I can rely upon come to my home and set up everything I need to handle my bill paying, track my spending, and strengthen my passwords to protect my identity.

Seniors - Another Situation 2

My life is full with my grandkids, my volunteer work and my friends. I do not have the time, nor do I have the inclination to sort through and organize all my financial responsibilities. It is just too much detail and that is not my focus. I need a reliable person who I can trust in my home to be my surrogate family numbers guy.

Seniors - Another Situation 3

I was always the person who took care of all the financial details for my family. While I continue to enjoy a very good long life, aging has taken a toll on my faculties. I do not have the same focus and energy to work through all the details. My eyesight is also weakening and everything takes much longer for me to do. I am afraid that I will miss something and I need help to make sure that my family’s wealth is adequately cared for. I have a high bar of expectations and I need someone who is very competent, has lots of integrity, and understands family values.

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