Thanks to busy lives, digital overload and a seemingly unending amount of paperwork and information, managing everyday financial matters can be overwhelming.
Christine Dolan is a business operations professional with a specialty as a daily money manager who assists clients who are very busy or have difficulty managing personal financial matters. Clients include high net worth individuals, seniors, adult children helping senior parents and professionals juggling careers and families.
“Right in your own home or remotely, compassionately and confidentially, we manage bills, budgets, record keeping, insurance, estate planning, taxes and more,” says Dolan, “giving peace of mind about financial wellbeing. We turn your piles into files.”
Dolan brings more than thirty years of experience spanning both startup environments and Fortune 500