Right 4 You?

When you might want help:

¨ When the mountain of papers has become overwhelming

¨ During periods of stress

¨ When you’re being pulled in too many directions

¨ During periods of illness, or after a hospital stay

¨ When you’re paying late fees on bills and bank fees for bounced checks

¨ When you can’t reconcile your monthly bank statements and balance your checkbook

¨ When your tax records are disorganized, and you’re not ready for your tax accountant

¨ If you’re having vision or mobility problems affecting your ability to handle the mechanics of attending to financial obligations

¨ When you find yourself part of the Sandwich Generation (adult children caring for their parents while simultaneously raising their own children)

¨ When you are travelling domestically or internationally