SERVICES

• Review and organize financial records and documents
• Tax statements review and submission to tax preparer.
• Medicare, Social Security navigation assistance

Daily money management is crucial for maintaining financial health. At Homestead Financial Management, LLC, I offer daily money management services that include bill payment, account reconciliation, expense tracking, and mail management. I am dedicated to ensuring that your finances are handled efficiently, giving you peace of mind and freeing up your time for what matters most. 

Financial literacy is key to achieving your goals. Personalized financial coaching is developed to give you a better understanding of your finances. Our coaching sessions are designed to empower you with the knowledge and skills necessary to make sound financial decisions. Whether you're looking to save for a goal or manage debt, I am here to guide you every step of the way.

I coordinate with family and care managers to act as a liaison for assistance.  This includes working with your accountant, financial advisor, attorney or medical professionals as necessary.  

You went into business to do what you excel at.  Let me help organize the office.  I can tackle the box of receipts, pile of mail and action items, update bookkeeping accounts and get you ready for business success.

This can be a stressful time.  My goal is to help guide and assist the executor, trustee or benificiary with their responsibilities.  

Mobile Notary Public services are availble within Snohomish County.