Help Those You Love Stay on Top of Everyday Finances

Daily Money Management for Caregivers

Are you a caregiver who is concerned that a parent, friend, or loved one is falling behind in bill paying and general organizational skills? Are you juggling care, maintenance, AND paperwork for 2 households? As we age, it’s all too common to see physical disabilities or a lack of focus getting in the way of keeping up with bills, taxes, or other paperwork.

A Piece of the Home Care Puzzle

By letting us assist with the daily financial and medical paperwork, your loved ones can stay in their own homes and maintain independence for longer. We ensure bills are paid on time, accounts are up to date, and reduce the risk of loss through forgetfulness or fraud. Better yet, hiring a professional clears the emotional battleground that can occur when an adult child needs to be involved in a parent’s financial affairs. Spend your precious free time with the one you love, not arguing over accounts or paying their bills.

Daily Money Management for Caregivers

Bill Paying & Sorting Mail

Organize bills for payment, make out checks for signature, fill out any forms, prepare & mail bills on time. Dispute incorrect bills.


Reconcile statements, prepare & deliver deposits.


Organization & Filing

Set up systems for managing paperwork. Organize stacks of papers. Dispose of unneeded items securely. Educate on what to keep and what to save.

Budgeting & Debt Strategies

Understand spending habits. Get a better picture. Make a plan to eliminate debt, yes, ELIMINATE!


Fraud & Scam Prevention

Reduction of junk mail. Education about phone, email & internet scams. Check credit reports. Monitor bank and credit card accounts.

Tax Readiness

Organization of documents and receipts prior to tax preparation.  Organized filing of tax paperwork.  Payment of tax bills with proper forms.

Legacy Organization & Documentation

Our Legacy of Love Program(TM) helps organize affairs so your loved ones won’t struggle needlessly when you die.



Filing & monitoring medical claims. Advocate when errors occur. Assist with filing claims and with entitlement programs, such as Social Security, Medicare, and Medicaid.


Coordination with CPA, lawyer, financial advisor, and others. Provide referral choices for any services you may need.

What Does Stress-Free Personal Finance Look Like?

See what our clients have to say!

If I didn’t have you, I wouldn’t have done ANYTHING, and [my accountant] would probably have to move in with me!


Janis is extremely well organized. She clearly has knowledge and experience in handling both financial and medical paperwork. It is nice to find someone that I can trust so much not only with my personal information but also to know she will follow through on what we have discussed. Once we get things going I know this will free up time and give me peace of mind so I can focus on other things in my life.


Many thanks for your help w/ the tax information for [client]. The return will be filed on time and there is no balance due!!!!!

Client’s CPA

There are only a handful of people who have the patience, intelligence, compassion, and determination to do your job. We are just very fortunate to have you helping us.

E.A. (sister of client)

We are very grateful for the time and effort [Janis] dedicates to her clients.  Her reports are both accurate and timely.  She provides impeccable documentation of the clients’ accounts and is always quick to respond to both phone calls and emails.

C.G. (Easter Seals of Delaware)

Schedule a Free Discovery Call

Set up a time to talk with us or simply give us a call:

PA: 484-727-8444 
DE: 302-729-3667