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.
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.
After the 90-Day Financial Reset, 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. Whether it be 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 starting point. It’s designed to gather everything, build a consolidated financial snapshot, and create a clear foundation.
Ongoing and project-based support are for what happens after or instead of that foundation.
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Not always. If you’re new and don’t have a clear view of your financial picture, the Reset is usually the best starting point. However, if you’re dealing with a specific issue (escrow questions, estate coordination, unclaimed property, advisor confusion), we can address that directly.
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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.