Services

You like your independence. You may fear losing it. You know from experience how quickly change can happen—health, loss, mobility challenges, COVID!

Before a crisis limits your independence and choices, take charge of your future.The time is now to prepare for your next chapter.

We’ll help!

DAILY MONEY MANAGEMENT

Daily Money Management and
Fiduciary Assistance

You spent a lifetime carefully managing your money. You likely have a team of trusted advisors—financial planners, insurance agents, CPAs and tax planners, bankers and more. A Daily Money Manager is the glue between these advisors and you, keeping the day-to-day of your finances in sync with your plan.

How would you feel if:

Bills are paid on time
Credit cards and bank accounts are reviewed for incorrect charges
Problems are resolved
Safeguards exist to lessen identity theft and fraud risks
You had some support in your new role as a fiduciary
Insurance and auto renewals are tracked
Cash flow is managed to cover taxes, big vacation plans, gifts to family
Vital records are organized and updated consistently
Junk mail is reduced
And more

And money management was “one less thing” to worry about?

HEALTH AND HOME ASSISTANCE

Health and Home Assistance

When you want to plan for your future—or you are trying to help a loved one with changes prompted by illness or aging concerns–

We help you through the changes in your life.

Adjusting your home to meet your needs
Home maintenance planning
Transportation solutions for non-drivers
Hiring in-home help
Organizing, decluttering, inventories
Evaluating your relocation options
Finding the right realtors, lenders, inspectors
Preparing for a move
Coordinating with lawyers, financial planners, insurance agents
So many details…

These changes require time, organization, resources, and expertise.

Having Best Life Advisors at your side adds confidence and peace of mind to your decisions.