At The Financial Caretaker, LLC, we aim to lighten administrative burdens, provide effective tax compliance, and educate clients to ensure the continuity of their resources.

The Financial Caretaker, LLC

We are an accounting firm providing services for individuals, estates, and trusts. We welcome the opportunity to assist young families, busy professionals, empty nesters, retirees, and LGBTQ couples. Whether single, married, partnered or widowed, we can serve your needs.

We will work with you to understand your current financial picture and assist you in altering your estate strategy as needed. Knowing what options and resources are available to you and understanding the process involved is crucial. We will work hard to ensure your goals are achieved while keeping the process as simple, efficient, comprehensive, and cost-effective as possible.

Your estate plan is a gift to your loved ones. When you have established and documented your wishes, you allow those you trust to more easily navigate critical situations when you may be unable to communicate these wishes. Such difficult times tend to be highly emotional. By putting an estate plan in place and working through an estate inventory, your loved ones’ stress will be reduced by taking the guess work out of how you’d like things managed. We welcome the opportunity to work with you in providing this gift.

Guided By Your Wishes and In Your Best Interest

Furnishing tools and analysis to guide decisions about your existing finances.

Implementing and maintaining accounting systems to track personal, estate and trust assets.

Coordinating with your service professionals and finding referrals.

Supplying tax services for individuals, estates and trusts.

Providing administrative and fiduciary services at the end of life.

When my aunt passed away (widowed and childless), Becky was appointed to handle her financial details. My mother was involved with these decisions and was so impressed with all of the many aspects that Becky had to decide. From selling my aunt's condo, finalizing the medical details, and paying out the balance of her estate, which was divided among five beneficiaries, of whom only one was a sibling. Becky handled a personal family matter, in a very professional manner.
~ Kathy

Testimonials