TAILORED SERVICES: PROVIDED IN-HOME OR REMOTE

I am still here for you during the Covid19 time, and I can offer my services remotely, via phone or video call.

  • People who need guidance in finding and achieving their financial goals: You will get the knowledge and methods for reaching your dreams.

  • Seniors: You might feel confused or overburdened with all the tasks involved in handling your money and other daily tasks. You want to have an extra level of protection against senior targeted frauds. 

  • Adult children helping their parents: You are living far away from the parents or you don't have enough time.

  • Shopping/gambling/alcohol addicts in the progress of stopping their addiction: You need to control your spending habits and learn how to live on a budget.

  • People in transition phases like divorces or downsizing: You need hands-on help in getting your budget updated and your finances managed in the new situation.

  • Chronically disorganized people: You need ongoing help in organizing your financial and household paper.

  • Expatriates: You need assistance in handling your finances and your family’s life in a new country. 

  • Widows/widowers: You don't know how to handle your finances after the loss of your spouse.  

  • Busy professionals and their families: You want to enjoy your free time without thinking of boring administrative tasks.

  • Those who lack the time for paperwork

  • Overwhelmed individuals

WHO CAN BENFIT FROM MY SERVICES?​

OVERVIEW OF MY FINANCIAL SERVICES

Start your Journey

A perfect start if you are unsure about your own situation and need an analysis of your financial well-being.

After this package, you can either continue your journey on your own, or you can use Daily Money Management services or Financial Coaching as support.

Navigation Help

As your financial coach, I am your consultant and companion on the route towards your financial goals in your life.

Together we are defining a plan and you are getting the guidance and empowerment for keeping the direction and making the right decisions.

Your Co-pilot

This is the best option, if you need more support and want me to take over the daily money management tasks, like budgeting, spending tracking,  or debt reduction. 

You can use your time for other important things in your life and enjoy the peace of mind.

In addition to the offered personal financial services, I can help you with the following tasks:​

  • Organizing and creating filing systems for household documents, either on paper or on the computer (including back-up of files)

  • Managing your calendar: Set-up reminders for important appointments (e.g. doctors’ visits)

  • Mail Management: Sort out junk mail, file important documents

  • Helping to file insurance claims

  • Helping to organize special events like dinners, parties, vacations

  • Coordinating special projects like relocation, home remodeling, downsizing​

Note: if you need help with physical organization or decluttering, I recommend you to contact a professional organizer. I can recommend the following local companies:

OPTIONAL ADD-ON SERVICE: PERSONAL ASSISTANT

 

YOU CAN BECOME SMART WITH YOUR MONEY! 

  • start planning your financial goals

  • save money and reduce debt

  • get rid of "money stress"

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SDS Smart Daily Services LLC

(503) 851 2449

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sds@smartdailyservices.com

Portland, OR (serving metro area)

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