Services We Offer


Mail management

Bill paying

Reconciling bank and brokerage statements

Tracking income and expenses for budgeting and taxes

Financial Services

Money Management for Seniors in Seattle

Payroll for caregivers

Records Organization

Liaison with other professionals

Income Tax Assistance

Helping to gather information

Completing organizer for CPA

Preparing simple tax returns for clients

Fiduciary Services

Serving as Durable Power of Attorney, Trustee, Guardian and/or Personal Representative (Executor)

Health Care Advocacy

 Communicating with medical professionals; coordinating home care; serving as Healthcare DPOA.  Providing health advocacy in Seattle. 

Want to know more?

Give us a call at 206-524-8939

or email us at