Personalized services
to help you stay organized.

TAILORED SOLUTIONS

A woman with short dark hair, wearing hoop earrings and a floral orange top, is smiling outdoors with green leaves in the background.

Peace of mind is priceless.

I bring clarity and order to your personal finances—no long-term commitments. My services are as unique as your needs. I organize your accounts, set up fraud protection, find cost-saving strategies, help with financial planning, and even work with you to navigate online - consider me your personal lifestyle assistant.

Booking a free
consultation is easy!
Schedule online.

Book a Free Consulation

TAILORED
LIFESTYLE &
RETIREE SERVICES

Lifestyle and Retiree services are provided at an hourly rate of $35.

I specialize in providing seamless solutions to your day-to-day demands, customized as needed.

Services Include:

Personal Financial Organization

I help with budgeting, ensure bills are paid on time, and organize them for easy access. I also provide check-writing and cash flow assistance to ensure funds are available and prevent errors or fraud.

Calendar Management &
Organization Assistance

I handle scheduling, organize your day, and confirm your meetings so you never miss an appointment. I also organize and declutter documents for easier home management.

Fraud Prevention and Monitoring

I help you set up protection and monitor your accounts for unauthorized transactions, including scams, identity theft, and fraudulent charges. With your permission, I also act as a liaison to dispute any unauthorized charges.

Customized Solutions

Your life is unique, and so are your needs. I offer personalized services tailored specifically to your lifestyle, ensuring you receive the support that best suits you. Services include, but are not limited to the following:

Move Management / Relocation
Consignment and Donations
Storage Solutions
Home Improvement Liaison
Travel Services
Home Monitoring (Peace of mind while you’re away.)

Estate and Legacy Planning Support

I assist with organizing estate documents (wills, trusts, etc.) and creating a clear financial picture for executors and family members. I also liaise with your CPA, Financial Planner, and Attorney.

I handle your tasks with confidentiality, professionalism, and compassion, providing personalized attention. You and your loved ones can feel confident that your financial needs are well-managed.

I simplify your life.

Flyer for 'The Personal Tuneup' financial service, detailing a one-session, fixed $175 price, including financial review, transaction cleanup, budget analysis, and personalized recommendations.

A flyer advertising tailored lifestyle and retiree living services, including management, organization, home support, estate planning, and task handling, with a photo of a woman holding a notebook, wearing a red sleeveless shirt and wristbands.

Learn How it Works

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“I can’t say enough about how much Chrissy has helped me organize my personal finances. Before working with her, my bills were scattered, my budget was nonexistent, and I constantly felt overwhelmed. Chrissy stepped in with a calm, reassuring presence and immediately cleaned up my financial mess.

She took the time to understand my needs, helped me organize my accounts, set up a budget, and even provided ongoing support to keep me on track. Her attention to detail, professionalism, and genuine care make all the difference.

I highly recommend Chrissy. She’s a lifesaver!"

— Personal Finance Client