Family finances are basic fiduciary services that are designed to help those who are still able to care for themselves but would like assistance with setting up budgets, managing finances and bills, income and investments, insurance, and a healthcare plan.

These services require no legal set-up such as a Power of Attorney, Advanced Healthcare Directive, or Conservatorship but are considered consultations. As such the initial consultation is free, and services that are provided are charged by the hour.

Some examples of persons who could benefit from these services

"My husband Rick took care of all our finances and bills while he was living and now that he is gone I don't know where to start or what to do. I am lost and I need help." - Margaret

"My wife Megan has had a rough year health-wise and I wish someone could help manage my bills and income while I take care of her." - Phil

"My mom has listed me as Durable Power of Attorney and is incapacitated, I don't know where to start or how to budget for the care that she is going to need." - Rachel

Fill out the form below to tell us what kind of services you want us to provide and we will contact you within 24-48 hours.

Family Finances

A local firm

You can trust

Call or Text Today: (916) 439-8818​