Budgeting Concierge Services at Careful Budgeting

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My number one goal is to help every income range and to treat every single client like I would want to be treated. 

These are some of the services I can offer you: 

- Personal assistant duties 

- Personal budgeting assistance, including budget setup and reports for personal or business needs 

- Guidance to stretch social security payments 

- Help with legal will writing or establishing a simple trust 

- Notary services for your important documents 

- Bill pay support to ensure timely payments and avoid late fees (or I can handle them for you) 

- Smart Phone Set Up 

- Online Account Set-up 

- Personal representative legal services 

- Adult welfare check-ups 

- Creating end of life planning documents 

- Help organizing papers, bills, online passwords, and IDs 

I can also assist in finding programs that provide free food and caregiving support. Additionally, I have legitimate referral sources to ensure you get help in your time of need from someone you can trust. 

I will help you find answers to almost any question or recommend someone who can! 

Appointments can be made before and after office hours upon request. 

Jackie