We can help you with:

Although we customize our services and pricing plans for each client, depending on the need, here are some specific things we can help you with:

  • Monitor and investigate unneeded subscriptions

  • Manage transition from expensive cable tv to streaming services

  • Develop password management system

  • Make travel arrangements

  • Find and coordinate trustworthy home cleaners

  • Clean out and organize paper files

  • Digitize files

  • Set up auto-pay for regular bills

  • Build reports for budgeting and spending

  • Organize annual tax documents

  • Make medical appointments

  • Organize medical documents

  • Teach basic mobile phone usage

  • Evaluate senior living options

  • Manage yard and sprinkler services

  • Hire home maintenance providers for furnace, AC, gutters, snow removal

  • Coordinate transportation

  • Declutter spaces; arrange donations and haul-aways

  • Set up a zoom call with family

  • Find a local Bridge game

  • Arrange transportation

  • Send an e-card to a friend

  • Make a digital photo album

  • Teach you how to use Uber

  • Order grocery delivery

  • Arrange tours of assisted living facilities

  • Teach you how to avoid scams

  • Teach you how to send pictures via text

  • Set up calendar reminders

A person writing a checklist in a grid notebook with a pen, with a blurred background.

Getting Started

We have a simple process to get started:

1) Free consultation - meet with us to share your needs and preferences

2) Review - we’ll spend some time reviewing your personal situation and come up with some recommendations

3) Organize and create systems - we’ll get to work on creating an organization system and some simple processes to get on top of your needs

4) Execute the regular tasks, monitor your finances and execute the plan with regular communication

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. Thanks for your inquiry!