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 Global Investigative Services.
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 25 years of experience working with individuals and companies on all aspects of daily financial management. I have a BS from Boston University’s Questrom School of Business. I am a proud member of the American Association of Daily Money Managers (AADMM), the Orion Resource Group (the premier group for professionals who specialize in working with seniors), Senior Law Day and the Northern Westchester Geriatric Committee.
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 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.