Christine has a passion for assisting clients who are very busy or have difficulty managing personal financial matters. “We turn your piles into files!” she says, as her team works across the DMV with seniors, adult children of seniors, high-net-worth individuals, busy professionals juggling careers and families, and organizations without the staff or expertise to handle these challenges themselves. Services are customized for every client’s needs, and they can include bill payment and management, budgeting, expense tracking, and document and tax organizing.
The company builds solid relationships through strong financial and organizational skills, great patience, and a sunny good nature, putting clients, families and professionals at ease. As your daily money manager, they will help you navigate and organize your financial paperwork to restore your peace of mind.