Ongoing Financial Oversight & Project Support
A hands-on partnership designed to maintain, coordinate, and protect the financial structure you’ve built as life evolves.
After more than 20 years in finance, I know financial stress rarely comes from one big mistake.
It comes from an accumulation of accounts layered over decades, advisors working in silos, paperwork that no one is truly coordinating, and assets that fall through the cracks.
That’s where I step in.
My role is to bring structure where it’s missing, maintain it where it exists, and ensure decisions are carried through without loose ends.
The 90-Day Financial Reset
You know that low-grade dread that comes from not quite knowing where you stand financially? The mental load of keeping it all in your head and the nagging feeling that something might be slipping through the cracks? This fixes that.
In 90 days, I help consolidate all your scattered accounts, forgotten subscriptions, advisor logins, and mental notes into one clear, organized financial picture you can actually understand and use. You'll walk away with a complete picture of everything you own and owe, a structured budget, and it'll be documented well enough that someone else could step in if they needed to.
This is how you no longer ask "can we afford that?" and transform your relationship with money from a source of anxiety into a tool for building the life you want.
Daily Money Management
FOR SOME CLIENTS, LIFE HAS BECOME MORE COMPLEX THAN THEIR CURRENT SYSTEMS CAN EASILY SUPPORT.
Daily Money Management (“DMM”) provides hands-on support with the ongoing financial and administrative responsibilities that can become overwhelming, time-consuming, or difficult to manage alone.
Services may include bill pay coordination, account monitoring, financial administration, mail and document organization, insurance and administrative follow-up, and coordination with family members and trusted professionals.
This service is often a good fit for older adults, adult children helping aging parents, busy professionals, and individuals navigating illness, caregiving responsibilities, or major life transitions.
The goal is to reduce stress, create structure, and ensure important financial responsibilities don't fall through the cracks.
Support is tailored to each client's needs, goals and level of complexity.
Monthly Maintenance & Retainer Support
FOR SOME CLIENTS, THE BIGGEST RELIEF ISN’T GETTING ORGANIZED ONCE, BUT KNOWING THEY DON’T HAVE TO MANAGE EVERYTHING ALONE MOVING FORWARD.
For clients who want periodic oversight and accountability, we can continue working together so that, as life changes, your systems don’t slowly drift back into fragmentation.
This support looks different for different clients, but it could be as simple as a couple of hours each month reviewing what has changed, updating documentation, and keeping everything aligned. It also means I’m available for meetings with your advisors, tax prep, escrow issues, and as life transitions occur.
You remain in control, and I help ensure nothing gets overlooked.
Custom Projects
SOME SEASONS OF LIFE REQUIRE FOCUSED, SITUATIONAL SUPPORT.
Custom projects work best for moves, estate and legacy planning, business changes, divorce, coordination across multiple advisors, and more. I’ve helped coordinate an interstate estate transition involving multiple parties and difficult family dynamics, ensuring personal property was secured and financial assets were properly transferred.
Custom projects work for your needs. We define the scope, create a plan, and move through it step by step so decisions don’t stall and details don’t get lost.
Unclaimed Property Recovery
MANY PEOPLE ARE SURPRISED TO LEARN HOW COMMON THIS IS.
Occasionally, property or funds that belong to you are sitting with a financial institution or state agency. This could include an old account, insurance proceeds, or funds that were never properly transferred.
Navigating the recovery process can be time-consuming and frustrating. I assist in identifying these assets and coordinating the steps required to recover what rightfully belongs to you.
"Taresa was instrumental when I needed help coordinating an interstate estate move with multiple parties and difficult dynamics. She kept everything organized, steady, and on track."
Faqs
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The 90-Day Financial Reset is a structured process designed to gather everything, build a consolidated financial snapshot, create clarity around your complete financial picture, and develop a roadmap for what requires attention.
Ongoing support, Daily Money Management, and custom projects focus on implementation, coordination, and maintaining progress over time. Some clients begin with a Reset, while others move directly into Daily Money Management, ongoing support, or a specific project depending on their needs.
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Not necessarily.
Some clients are looking for clarity, organization, and a roadmap. Others need ongoing financial administration, support with a specific project, or help implementing existing plans.
The right starting point depends on your situation, goals, and level of complexity. We'll determine the best approach together during our initial conversation.
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Yes. Most clients come to me because something feels unclear, stuck, or they aren’t sure how to approach their situation. Our initial conversation is designed to understand what’s going on and determine whether ongoing support, a custom project, or a Reset makes the most sense.
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Advisors focus on specific areas such as investments, taxes, and insurance. This work focuses on how everything works together. I help translate conversations with your advisors, align accounts, ensure recommendations are implemented, and make sure nothing slips through the cracks.
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Not necessarily. Some clients prefer a monthly format. Others use retainer hours when needed. Custom projects are scoped individually. The level of support depends on your situation and your preferences.
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Yes. Custom projects are designed for that. We define the scope clearly and move through it step by step.
Decisions are only powerful when they’re implemented.
IF YOU’RE AT A POINT WHERE SOMETHING NEEDS ATTENTION, WHETHER THAT’S MAINTAINING WHAT YOU’VE ALREADY BUILT, NAVIGATING A LIFE TRANSITION, RESOLVING A SPECIFIC ISSUE, OR RECOVERING ASSETS THAT SHOULDN’T BE MISSING, THIS IS WHERE WE ADDRESS IT DIRECTLY.