We Take Care of Your Files,
So You Can Take Care of Your Family
Is an elderly parent struggling with too much paperwork? Do they keep forgetting if they've paid their bills every month? Can't make sense of financial statements or having trouble getting documents to their accountant?
Home Finance Care can create a filing system, keep track of bills, make sense of financial documents and give you back your peace of mind. I can help your loved one stay independent and relieve your stress so you can focus on other aspects of their care. Are they calling you all the time to help them with understanding the mail? Getting phone calls from potential scammers? Signing up for subscriptions they don't need?
Every situation is different. I offer a plan tailored to your situation and work with you and your loved one's individual needs. Call or email me today, I offer a free, one hour consultation to assess your situation and set up a plan.
Have an aging parent? Overwhelmed with suddenly needing to manage their daily affairs along with your own? I can take that burden off you and provide you with frequent updates to give you peace of mind.
I can help create a monthly budget and save money on unnecessary expenses. Often my services pay for themselves as I help weed out recurring charges, unused subscriptions, and scams.
From setting up bills on autopay to helping someone with vision impairment fill out checks and balance a checkbook on a regular schedule.
Unexpected loss of a spouse, elderly parents struggling to keep up with their mail, sudden illness? Whether there has been a slow onset or a unforseen need, I can help.
Tax Document Preparation
I can help you organize your 1099s, bank statements, K-1s, total your medical expenses including travel to doctors, and submit them to your accountant, saving you from keeping track of everything yourself.
Referral to other professionals and resources as needed.
Liason with care managers, POAs, financial advisors, attorneys, and accountants.