Frequently Asked Questions
1. How do you charge for your services?
I charge an hourly rate that is charged against a monthly retainer.
2. Are you bonded and insured?
Yes, I am bonded by Western Surety Company and hold professional liability insurance (Errors & Omissions) through Lloyds of London. In addition, I’ve been background checked through ClearStar.
3. Will I lose my control if I hire Personal Affairs Administrator?
Absolutely not, the client always has access and control over all of his/her accounts and records. Everything will be done based on your preferences and needs as a priority.
4. What is your confidentiality policy?
Your privacy and the privacy of your loved ones are taken very seriously. I never share, distribute or exchange information with any third party without the client’s consent.
5. What is your background?
I have over 30 years of experience working with individuals and companies on all aspects of daily financial management and estate planning. I have a Bachelors degree from Boston University’s Questrom School of Business. I am a Certified Senior Advisor and am a licensed Notary.
6. Do your services replace my accountant, lawyer and financial advisor?
No, my services do not replace your other professional advisors. I function as your financial consultant and advocate and work together with them, acting as a liaison between you and them.
I do not provide tax or legal advice. I do not sell any investment or insurance products.