Life Management is just as it sounds. Often with age, we find ourselves unable or unwilling, to take care of the day-to-day tasks or dilemmas needed to sustain an independent lifestyle. That’s where we come in, as experienced professionals assisting individuals to maintain order & clarity in managing their daily lives.
Life Management Advisors work with individuals to design a customized plan to meet their needs. Providing a wide range of services, from assisting with the management of bills, budgets and record keeping, to arranging in-home nursing care. We work closely with our client’s Attorney, CPA, Insurance company, and Investment Advisor to make sure their needs are communicated, to analyze the budget, and present options for on-going care as the client’s needs change.