Services and Fees

Our Services

I provide everyday financial support along with related services that bring peace of mind—helping you stay organized, prepared, and confident in every season of life.

At & Following Seas, LLC, I help individuals and families stay on top of the day-to-day financial tasks that keep life running smoothly. I work with high-net-worth individuals, older adults, busy professionals, and caregivers—people who want to feel more organized, less overwhelmed, and confident that nothing is slipping through the cracks.

I provide reliable, judgment-free support tailored to your situation. From paying bills and organizing paperwork to tracking expenses and preparing financial summaries, everything is handled with professionalism, discretion, and care—often in close coordination with your trusted financial team, including advisors, accountants, attorneys, and fiduciaries. My role is to ensure that all the moving parts of your financial life stay organized, aligned, and thoughtfully managed.

View details of our services below.

Illustration indicating bill payment support and tracking of recurring expenses and due dates

Bill Management & Daily Financial Tasks

  • Ensure timely and accurate bill payment

  • Track due dates, subscriptions, and automatic withdrawals

  • Identify discrepancies, duplicate charges, or unusual activity

  • Set up and manage online bill pay systems

Mailbox representing mail management services, including sorting, organizing, and identifying important financial documents

Financial Organization & Mail Management

  • Open, sort, and organize incoming mail

  • File, digitize, and store important financial documents

  • Shred outdated or sensitive materials securely

  • Prepare and maintain organized records for easy access or emergencies

Budgeting and expense tracking tools, representing daily money management and financial organization services

Financial Coaching & Ongoing Support

  • Offer encouragement and accountability around spending goals

  • Help clients gain confidence and peace of mind around money

  • Build long-term systems that reduce financial stress

  • Provide trusted, judgment-free support tailored to your life stage and goals

Client meeting with a financial professional, symbolizing collaborative support and coordination with advisors, accountants, and attorneys

Communication & Professional Coordination

  • Liaise with CPAs, financial advisors, attorneys, and fiduciaries

  • Share organized documentation for tax preparation or estate planning

  • Support family members, POAs, and care teams with up-to-date reporting

  • Ensure everyone involved is informed and aligned

Budgeting, Expense Tracking & Reporting

  • Create personalized budgets and spending plans

  • Track income and expenses in a clear, categorized format

  • Provide regular reports for clients or their financial professionals

  • Offer visibility into cash flow, trends, and financial priorities

Legacy & Life Organization (New Services!)

  • Legacy & Treasure Cataloguing: Document the stories behind your cherished belongings to create a lasting record that preserves your wishes and memories.

  • Photo Organizing: Sort, label, and preserve photos - digital or printed - so your family’s moments are easy to find, share, and enjoy

  • Declutter, File, Organize: Reduce paper piles and emails, streamline files and keeping only what matters and creating systems that last.

  • Digital & Home Organization Support: Set up and simplify digital folders, password logs, and home information binders to keep life organized and accessible

Rates & Billing

  • Rates are based on the scope and complexity of the services you require. Most clients begin at my standard hourly rate, with adjustments for more complex responsibilities or higher levels of oversight.

    After our initial consultation, I’ll confirm your rate based on your goals and the expected time commitment. For ongoing work, we may transition to a fixed monthly fee after the first 90 days for predictability. Monthly rates are calculated using my hourly rate and the estimated hours required for your agreed-upon services.

    Discovery calls are always free. Once we decide to work together, our initial setup meeting may run longer than a standard session to ensure we cover all necessary details.

  • Minimum Monthly Charge — If services in a given month total less than one hour, a minimum charge equal to one hour will apply.

    Time Tracking — Time is recorded in one-tenth (0.1) hour increments so billing reflects the actual time spent on your behalf.

    Mileage — When travel to your home is required, mileage is billed at 50% of my standard hourly rate, charged in one-tenth (0.1) hour increments.

    Expenses — Out-of-pocket costs (such as postage, printing, or document retrieval) are billed at cost with no markup.

    Invoicing & Payment — Invoices are sent via email unless otherwise arranged. They are issued monthly and due within 15 days of the invoice date. A late fee of 1.5% per month may apply to any balance unpaid after this period.

    Payment Methods — I accept Check, ACH bank transfer, credit cards, PayPal, and Venmo. Checks should be made payable to & Following Seas, LLC.

Ready to get started?

Whether you're looking for light support or full-service financial oversight, I’ll tailor a plan to meet your needs.

Get in Touch