Surrey has been a real life saver for me, especially the guidance with tax paperwork and insurance claims.

Personal Finance Management includes assistance with all aspects of day to day finances. The service is tailored to each client’s situation and can be done on an on-going basis or only when the need arises.

The Personal Finance Manager will meet with you to determine a custom personalized service plan that may include:
• Develop a budget and track income and expenses
• Manage finances with Quicken software
• Sort, review and handle mail
• Organize and purge files, pay bills and handle billing inquiries and disputes
• Reconcile banking and other financial accounts
• Review and advise on household utility services and plans
• Advise on selecting medial/prescription plans and manage medial insurance claims and disputes
• Review insurance policies, explain coverage and manage insurance claims
• Compile and organize tax information
• Determine eligibility and file applications  for government benefits
• Assist with financial matters relating to funeral and cremation preplanning
• Assist with financial and administrative tasks after the loss of a loved one


You retain control of your financial matters while Surrey takes care of the daily work. There is no charge for the initial one hour consultation.