We bring you the best possible solutions for you and your family.
There is usually a disconnect between the intentions of the heart and practical planning and execution. Whether young or old, listed below are a few To Do items you should be thinking about and have in order. Such fundamental actions are invaluable in protecting and caring for your loved ones if you are incapacitated, or worse yet, suddenly pass away? This is not an easy gap to close, but an essential necessity.
- Personal Information Organizer – family, financial, insurance, medical, assets, estate documents
- Consolidate monthly, quarterly, and annual statements
- Assist in reconciliation of accounts
- Document and inventory valuables – jewelry, artworks, firearms, and other collectables
- Secure and consolidate UserIDs and Passwords
Need a personalized solution?
We assess your current state of affairs and provide custom solutions to meet your needs. Astute Back-Office knows one size does not fit all!
Testimonials
Ms. Susan Wong has been assisting my father, Michael, with his finances. She came highly recommended from Ms. Mimi Tapia-Bowie of New Day Lifestyle for Seniors. Ms. Wong is an exemplary professional. She has done a great job in working with my father, and he very much enjoys her counsel. I highly recommend Ms. Wong, and would be happy to speak with any potential client in order to assure that Ms. Wong is the one for the job.
Susan was a life saver. We all know how much info a bank needs when we do a refinancing. Susan went through my paper files and online to download, consolidate and organize all the necessary information. She saved me a lot of time and stress.
Due to unfortunate and life changing circumstances, Susan came into my life to help me organize and sort through an array of personal files. I appreciate her diligence in working through all the details of financial statements, insurance policies, and various accumulation of paper. I am grateful for her patience and her clarity in explaining the details of what she was doing. Susan is still a part of my life and we have become good friends.
