Busy households need bookkeepers, too
Staying on top of your household bills is time consuming. Sure, you can hire a personal assistant to pay them, but do you know how your money is being used? Bigger, busier households have many expenses and people that need to be managed, and we can help. Our services include:
- Bill payments and cash management
- Tracking and categorizing spending across multiple accounts
- Assistance in creating a spending plan
- Managing your voluminous legal, tax, insurance and real estate paperwork
- Researching, analyzing and prioritizing your financial action items
- Coordinating among your trusted advisors: attorneys, investment advisors, accountants, private bankers and insurance representatives
Getting married and planning on combining finances?
Don’t let finances get in the way of marital bliss. Or lack of.
Having a prenuptial agreement is not enough. Prenuptial agreements are often challenged when parties divorce, and courts end up throwing them out as unfair or signed under duress.
Building on her background in litigation accounting for family law, Lucy can help you set up your finances in such a way that if divorce happened, the cost of fighting over money is minimized.
Nobody plans for divorce, and even if it seems highly unlikely in your future, it doesn’t hurt to start your marriage off on the right financial foot.
