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What Drives Us
For many people, paying bills and staying on top of their finances is a huge challenge.
Just opening the mail causes enormous anxiety for them. They feel incompetent and vulnerable, which often leads to depression.
When my own father was aging, I saw his embarrassment when he was no longer able to manage his finances and paperwork. I knew it was time for me to take this off his plate.
Peter is a lifesaver! He completely organized and helped my (very difficult!) father both in his personal and business financial life. He also helped me after my father passed away with his immensely complicated estate. Not only is he extremely knowledgeable and skilled at what he does, but he is
Peter and Jacob expertly and kindly provide financial services, such as bill paying and financial organization, and arranging for purchases of goods and services for my father. Since 2016 Peter’s company has provided those services with respect for my father’s diminished abilities and limitations. My father likes Peter personally, and especially
We wanted to let you know that Michelle left us a message after your last visit that was truly heartfelt and grateful for having your help. Your approach really connected with her and she was very thankful to us to for having made the referral. It’s probably the first time