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Kitchen Table Finance

About me

Location	Delray Beach, Florida
Introduction	I've been sitting at people's kitchen tables as a Daily Money Manager since 2005. My clients are typically people who are encountering aging or medical issues, or have experienced a major life event such as a divorce or the death of a spouse. Services include bill paying, checking account reconciliation, insurance processing, budgeting,setting up financial files, and acting as an intermediary with other advisors (CPA's, financial advisors, attorneys) and troubleshooting problems. I monitor all accounts to ensure that no one is taking advantage or improperly using my client's funds.

Location

Delray Beach, Florida

Introduction

I've been sitting at people's kitchen tables as a Daily Money Manager since 2005. My clients are typically people who are encountering aging or medical issues, or have experienced a major life event such as a divorce or the death of a spouse. Services include bill paying, checking account reconciliation, insurance processing, budgeting,setting up financial files, and acting as an intermediary with other advisors (CPA's, financial advisors, attorneys) and troubleshooting problems. I monitor all accounts to ensure that no one is taking advantage or improperly using my client's funds.