“My parents are approaching their early 80’s, and earlier this year my wife and I had begun to grow increasingly concerned about the state of their finances and the various controls around their budgeting and bank accounts, especially as it related to our potential future involvement and/or need to provide cash support. We realized very quickly that we needed a “quarterback” of sorts to help provide us oversight of their personal finances while being a trusted guide and budgeting advisor to them—in other words someone who could work directly for us while unobtrusively working directly with them to help them out at a crucial stage of their lives. After asking around who might provide this type of specialized support we were introduced to Angela and could not have been more pleased. She has very thoughtfully and patiently worked with both my parents and us to help restructure their finances, put in place a new budget and provide ongoing support and insight. Her attention to detail is superb, and she is able to deftly work through a multitude of financial, budgeting and tax situations. It would be my pleasure to recommend her to anyone who is needing this type of service!”
“Angela helped me with two different matters. 1) I was worried that my retirement account was not showing all of the money that should have been deposited in it. Angela was able to compare my pay stubs to my IRA statements and find amounts that were not correctly applied to my account. Her research allowed me to talk with my plan sponsor and get credit for everything that I was due. 2) Angela worked with me to lower some of my monthly bill payments. We sat down together and reviewed what I was paying to each service provider. She made suggestions to reduce some bills and even called the electric company on my behalf and negotiated a new plan for me. In both cases, she explained things to me in a way that was easy for me to understand. And she was very patient and kind while doing this – even though I asked some questions more than once!”