Support You Can Trust for Your Clients
Who I Work With
I collaborate with professionals who serve clients navigating complex financial lives, including:
- Financial advisors seeking day-to-day support for high-net-worth clients
- Elder law and estate planning attorneys managing transitions and trusts
- Care managers supporting aging adults and their families
- CPAs and fiduciaries coordinating long-term financial oversight.
What I Provide
My services are designed to complement, not replace your expertise. I offer:
- Bill payment systems and cash flow tracking
- Document organization and financial file maintenance
- Support with budgeting, account monitoring, and financial clarity
- Family coordination and reporting when needed
- All services are delivered with discretion, professionalism, and a calming presence.
Why Partners Trust Me
Referral partners choose Simply Managed Money because:
- I maintain strict confidentiality and nonjudgmental support
- I communicate clearly and professionally with both clients and teams
- I respect boundaries and never cross into advisory or legal roles
- I enhance, not complicate your client relationships
How to Refer
Referring is simple and secure. You can:
- Introduce me via email or phone
- Share my business card or website with your client
- Schedule a brief consultation to discuss fit and need
Simply Managed Money 