Here to help you with a compassionate approach to provide peace of mind and make your life easier with essential document/paperwork and financial organizing services: organize and establish filing system for essential documents (financial, tax, legal, insurance, medical, etc); tracking of digital assets and passwords; bill paying and financial statements reconciliation; interface with family and trusted advisors; assist with estate settlement; technology assistance with electronic devices. Certified Senior Advisor (CSA) ® and Member of American Association of Daily Money Managers (AADMM), National Association of Productivity and Organizing Professionals (NAPO), and Seniors BlueBook for Lee and Collier Counties / Licensed and Insured.