Hi there and welcome seniors and singles!
You may be here because you are in a time of transition….on a new journey. Maybe you are newly single or suddenly having to deal with unfamiliar business matters.
My Concierge LLC will customize a plan to meet your need.
- Do you want to manage your own money but don’t know where to start?
- Do you want someone to handle and streamline your regular expenses, while providing regular reporting?
- Are you a Conservator or Executor and needing help with estate accountings?
- Want to learn to pay bills online?
- Just need someone to go through the mail and help write checks?
- Not sure you can afford the help you need? Let’s talk about it.
Whether you want to do it yourself or have it done for you, My Concierge LLC offers practical advice and will customize to meet the need.
You may also find answers on my Special Projects page.
Patty worked for 3 lawyers. While working for the lawyers, she met with clients in their homes to assess their needs. She handled much of the personal business of 2 wealthy businessmen. Then she helped her elderly parents with financial and lifestyle decisions.
Member of the ESVA Chamber of Commerce and Northampton Chamber of Commerce since 2018. Licensed and insured.