Our Services

Trusted financial help—tailored to your life.

At & Following Seas Financial Wellness, 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, trustees, 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.

    • 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

    • 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    • Shred outdated or sensitive materials securely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

    • 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

    • 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

    • 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

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.