We assist anyone who would like an extra hand gaining control over their finances, including:
Seniors
You’ve worked hard all your life. Now may be the time to rest easy and let someone else worry about the details of ensuring what you’ve worked so hard for remains in good order and is guarded against fraud. One of the best gifts you can leave your loved ones is to have all your business affairs in order. Preserve your legacy as we work together to be stewards of what was achieved and what is to come.
We believe your family will respect and appreciate the peace of mind they receive knowing bills are sure to be paid on time and someone who has your best interest in mind is looking after your financial affairs. Taking the first step to involve a daily money manager may be the determining factor to maintain independence and freedom.
Those with a senior loved one
They’ve cared for you – now it’s time to ensure they’re properly care for. Although you are capable of helping, a few factors may make it difficult – primarily: lack of time due to a demanding job or caring for children of your own, and distance. Stop feeling guilty for not being able to invest your best into your loved one. Let us lend the helping hand and bridge the gaps of communication both within family and among other professionals.
Today’s world is different. We are living longer and technology has allowed for more conveniences than we ever would have imagined even ten years ago. At Brightside, we understand and effectively use technology, but we also realize that the price of convenience can also add hidden complications that may not immediately be apparent. Let us solve the puzzle of uncertainty and keep you informed every step of the way.
Those facing a life transition
Have you recently lost a spouse, gone through a divorce or downsized? Transitions and change take a lot of our mental, physical and emotional time and energy. Tasks we may have been adept at may now be inadvertently neglected and simple tasks may now seem difficult and exhausting.
Allow yourself the time to grieve or settle into a new environment or routine. We are sensitive to your feelings and always seek first to compassionately listen and understand. We work along side you to keep your current processes, systems and preferences in place and offer enhancements when practical and beneficial.
Busy professionals & small business owners
Your time, expertise and attention to your business are what make you a success and are your greatest assets. Don’t allow disorganization or the details of the business of life derail you from reaching your goals.
Here at Brightside, we understand; we are also business owners. We can offer the experience of a CPA at the price of a daily money manager. Our past professional experiences have provided us over a decade of direct hands-on experience working for and with successful business owners as their accountant, tax-preparer, bookkeeper, and office manager. Being certified in QuickBooks Online, we can help make sure your business doesn’t miss a beat.
High Net Worth Individuals
Have your finances evolved into a complex labyrinth of layers multiplied over several generations? Are you spending too much time trying to manage and disseminate the inflow of information? Would you like to see the entire picture in a simplified format? Do you know your true net worth or have a working inventory of assets?
We can work to untangle the complexities. Don’t pass the puzzle of uncertainty to the next generation. We can also be your personal liaison and aid by effectively communicating with your CPA, Attorney and Financial Advisor to efficiently provide them with the information they need to properly advise.