For when the business of life is too much.
We handle money, paperwork, and bills for seniors who can't keep up with them anymore, or would rather not. Many of our clients don't have family nearby, and many live with Alzheimer's or dementia.
When someone struggles to manage their own affairs, the work keeps coming: the mail, bills, property, benefits, moving, assets, and estate settlement. We do that work, and we answer for every dollar.
We answer calls from seniors, families, attorneys, financial advisors, social workers, hospitals, and care facilities.
What happens when you call
You tell us what's going on.
Share whatever you know about the situation, even if it's only part of the picture. From there, we take a detailed inventory, so we know exactly what's needed. If we're not the right fit, we'll point you to someone who is.
We step in under the right authority.
Whichever role fits the person best: financial power of attorney agent, while they can still decide; conservator, when a court appoints us; or personal representative, after a death. See how each one works →
We check in and stay accountable.
We gather the accounts, catch up the bills, and get the full picture on track. From then on we keep things running, and the people who need to know hear from us. When the time is right, we coordinate handing authority back to the family. In the meantime, family gets to be family again, and the professionals around them get back to their own work.
We're a financial fiduciary practice.
We pay the bills, manage the accounts and property, apply for benefits, and file the court accountings.
We are not a home-care agency, a nursing service, or a hospice, and we don't act as a medical power of attorney (MDPOA) or make healthcare decisions. We have partners we trust for that, and we're just as glad to work with the medical power of attorney, attorney, or financial advisor a client already has.
Everything we do is in our clients' best interest.
That's the law for a fiduciary, and it's how we decide what's worth doing. This includes visiting clients in person to see how they're doing, making sure their care and their home still fit, and speaking up when something needs to change.
We bill by the hour, in six-minute increments, for the work we do, and every entry is on the record. We don't take referral fees from the places or people we recommend.
- We file all inventories, financial plans, and annual accountings on time
- We work as a team, so every client is taken care of, at all times
- If we ever find a problem, you'll hear it from us first
If you have a client who can't manage and no one safe to hand it to, here's who we're built for and how a referral works.
For professionals →We focus on the Denver metro area, including Arvada, Denver, Lakewood, Westminster, Wheat Ridge, Golden, Broomfield, Thornton, and Littleton, and serve clients across Colorado on a case-by-case basis.
The first conversation is complimentary.
Call or write, and tell us what's going on.