Providing Solutions for
Managing Personal Affairs
My goal is to help manage your money, home and life with honesty, integrity and compassion providing you peace of mind.
How Can I Help You?
FINANCIAL ORGANIZING
(Daily Money Management)
Helping clients manage their daily personal finances including paying bills, organizing files, tracking medical claims and tax return prep.
PERSONAL AFFAIRS
MANAGEMENT
Assisting with non-financial responsibilities such as important documents binder, space planning, home inventory and move/relocation.
ESTATE ADMINISTRATION
SERVICES & SUPPORT
Serve as or assist Fiduciary. Work with executor/administrator and attorneys on all estate settlement services including inventory assets, create estate accounts and manage records.
WHO CAN BENEFIT FROM AVE CONSULTING? MY CLIENTS INCLUDE:
| SENIORS & ADULT CHILDREN | BUSY PROFESSIONALS | PEOPLE IN LIFE TRANSITION |
| PEOPLE WITH SPECIAL NEEDS | FREQUENT TRAVELRS | ESTATE EXECUTORS & ADMINISTRATORS |
| CARETAKER PARTNERS | HIGH-NET-WORTH INDIVIDUALS | FIDUCIARIES |
“ In addition to her incredible organizational skills and ability to manage any and all administrative tasks with absolute meticulousness, Annemarie is discreet, personable and easy to have around. She is keenly attuned to the social and emotional needs of those around her. This is not a small thing when handling difficult and delicate family situations. I would recommend Annemarie without hesitation for any and all of your family’s needs! “
~Delphine Barringer-Mills
COORDINATING WITH TRUSTED PARTNERS:
| ACCOUNTANT | CARE MANAGERS | INVESTMENT ADVISORS |
| ATTORNEYS | INSURANCE ADVISORS | MEDICAL PROFESSIONALS |
CONTACT ME TODAY:
Please contact me for a free initial 30-minute phone consultation to see how I can help you.