Financial Advocacy


  • Create a bill-paying calendar and lists to identify auto-pays, vendors, contact information, etc. for easy reference.
  • Coordinate with trusted advisors and provide them with the information and paperwork they need in their work on behalf of our shared client.
  • If requested, accompany clients on visits to their trusted advisors (financial planner, attorney, CPA), to take notes and ask questions on their behalf.
  • Locate and organize important documents and key household, financial, and legal information, helping fill in any “gaps” that may exist, for family and fiduciaries.
  • Keep an eye on home maintenance needs; connect and communicate with service providers and monitor their activity and invoices.
  • Manage insurance claims (property, medical, long term care).
  • Refer/introduce clients to additional services to improve their quality of life and encourage their independence.