Adult Children

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I am a:

Struggling to keep your parent’s daily affairs in order?

Maybe you…

  • Are part of “The Sandwich Generation” and feel overwhelmed taking care of your children and parents at the same time
  • Live far away from Mom and Dad
  • Don’t have the time or the skill-set to take over managing their daily money matters

You don’t have to do it all by yourself!

Helping your parents manage their daily affairs is a sweet, selfless act. But you don’t have to do it alone. Managing two households is a big undertaking, and we can help!

Our Services Include:

  • Daily Money Management: bill-paying, mail review, budgeting, bank and credit card statement reconciliation, etc.
  • Vendor Troubleshooting
  • Financial Organization
  • Appointment and Calendar Management
  • Assistance with Medicare, Medicaid, and VA Forms
  • Mobile Notary
  • Professional Services Coordination
  • Professional Fiduciary Services
  • Transition/Moving Coordination
  • Computer Skills Assistance
  • Referral Resource
  • Protection against Fraud and Scams

When you can’t be there … We can!

“I became acquainted with Barbara two years ago when my mother needed bookkeeping and bill payment assistance. Mom lives in a retirement community in Atlanta, Ga. … none of her three children live there and it had become burdensome, not to mention fraught with worry, about what and how to manage going forward … I began to get acquainted with Barbara through emails and phone conversations. Her personable tone and intelligence came through immediately … She has been stellar in her response to me, my mother, and forthright with necessary suggestions and changes as my mother’s health and mental awareness diminishes. I recommend Barbara and her entire firm to anyone who needs help like I’ve described.”

Nancy Rossman, Scottsdale, Ariz.
Daughter of a current Senior Partners client