Financial assistance for older adults in Charlotte
Managing finances, paperwork, and planning tasks can be overwhelming—especially when you're handling them alone. We're here to help you stay organized, prepared, and in control.
Imagine...
Feeling confident your bills are paid and budget is on track
Peace of mind knowing your accounts and statements are being reviewed for accuracy and potential fraud
Confidence that your documents are current, organized, and ready for medical, legal, or estate needs
How can we help you?
Bill pay & banking
Staying on top of everyday finances doesn't have to be stressful. We offer gentle guidance and hands-on help to manage your monthly expenses and simplify your systems.
- Organize and review bank statements for accuracy
- Track recurring expenses and income for cash flow analysis
- Set up simple and easy to understand budgeting systems
- Help with online banking or auto-pay setup
- Review financial mail and identify action items
Bookkeeping & budgeting
From piles of paperwork to packed file drawers, we bring order to your financial records so you can access what you need when you need it.
- Review, sort and file medical, insurance, and financial paperwork
- Shred outdated or sensitive documents safely
- Implement secure physical and electronic document storage solutions
- Label, archive, and/or digitize documents
- Compile paperwork for tax season
- Keep a secure, up-to-date list of usernames and passwords
Fraud monitoring
An extra set of eyes on your accounts to spot unusual activity early—giving you peace of mind and helping protect your hard-earned assets.
- Set up account alters for unusual transactions via banks or credit card companies
- Set up identity theft protection or credit monitoring services
- Review bank and credit card statements for suspicious activity
- Maintain secure physical and digital storage for critical and confidential documents
- Initiate credit freezes with major credit bureaus to help prevent identity theft and unauthorized accounts
- Provide education or guidance on recognizing scams
Estate readiness
We can serve as a bridge between you and your trusted attorney, accountant, or financial advisor, helping everyone stay informed and aligned.
- Schedule and attend appointments
- Take notes or help summarize conversations
- Compile and organize tax documents for your CPA
- Gather and prepare documentation requested by your estate attorney or other legal professionals
- Follow up on tasks or recommendations
Plus so much more...
Review long term care policies and handle insurance claim submissions
Review medical insurance claims and billing for accuracy
Track and organize charitable contributions for tax purposes
Keep a secure, up-to-date list of usernames and passwords
Act as a second set of eyes for unexpected charges or scams
Client Story
Helping Hal stay protected
Hal has been a financial services client of ours for over four years. As his diagnosis progressed, it became clear he could no longer manage his affairs—and with no family able to step in, he turned to us.
In the beginning, we reviewed his accounts and uncovered overlapping services: two health insurance policies, two internet providers, and even a country club membership in a state he no longer lived in.
During a routine review, we also spotted suspicious charges—ultimately revealing caregiver fraud. Because we were monitoring his finances closely, we were able to take quick action and protect him.
Hal may not have had family nearby, but he had us—and we’re honored to be a trusted part of his support system.
Client Story
Keeping Agnes Organized
Agnus is sharp, independent, and manages multiple properties—including the family farm. She brought us in to help keep her affairs in order. We help with the farm accounting, keep detailed records of her charitable donations for tax season, and even design invitations for her seasonal gatherings (she throws a great party!). We have also helped ensure her estate is organized including outlining who in the family is getting what, and making sure everything is documented just the way she wants.
With so many moving parts, Agnus knows she can count on us to keep things running smoothly—so she can focus on living well and giving generously.
We're your professional daughters
We’re here to help in all the ways a daughter might — showing up on time, noticing the little things, and caring deeply about your comfort and peace of mind. Whether we’re running errands, managing paperwork, organizing your space, or simply sharing stories over coffee, our goal is to bring ease, connection, and a sense of family into your everyday routine.
Thoughtful support Starts here
Start with a consultation
We’ll start with a conversation to understand what you need, what’s on your plate, and how we can best support you.
Find your perfect match
Based on your needs and location, we pair you with a personal assistant who’s a great fit for your lifestyle.
Meet and get started
Your assistant will begin sorting, organizing, and coordinating with professionals as needed—always keeping you in the loop.
Build a lasting relationship
You and your assistant will coordinate your schedule directly, creating a rhythm that fits naturally into your life. Many of our clients work with the same assistant for months or even years, enjoying the comfort of familiar support and a relationship that continues to grow over time.
Simple, clear rates
We keep our pricing clear so you can get the help you need—without the stress.
$60 per hour with no minimum
$1.00/mile fee for transportation beyond 10 miles
No long-term contracts—just a transparent service agreement
FAQS
Frequently asked questions
Yes, we regularly step in to assist. If you are a POA and have to manage affairs from afar, we work closely with both parties to ensure everyone feels comfortable and informed. If you are a senior who does not have support, we're here to help.
It’s up to you. Some clients work with us on a project basis in order to get their affairs to a manageable level, while others want us to review their finances and help with bill pay on an ongoing basis for peace of mind. We’ll work with you to find what feels right.
We don’t provide tax preparation, legal advice, financial POA services, or financial planning services. However, we can coordinate with your CPA, attorney, or financial advisor and help organize the materials they need.
we get it done and make it fun!
Ready for support that feels like family?
We'll match you with an individual or team who’s there for the to-dos, and everything in between. Call us today to take the first step!
