Think of a Fiduciary as a concierge who specializes in organizing and managing your finances and health care needs to save you both time and money.
Whether you are a senior who needs day to day money management assistance or a busy professional who values their time, MoneyWise with Marybeth can help bring clarity and order to an individual or a family’s daily management of bills, budgets, and record keeping.
As a licensed Fiduciary, I can serve as Trustee. Representative Payee, or Heath Care Proxy, and can work with you to manage both your financial affairs as well as your health care needs.
My services are personally tailored to address a variety of clients, including seniors, adult children responsible for caring for their parents or other family members, frequent travelers, and individuals with financial organization needs.