I established my practice over 37 years ago. At the time I was in my mid 20's. My clients were my same age or older. Together we have grown and matured. We have seen our children graduate, marry and have children of their own. We have shared our private and professional lives.
As we have gotten older, we have helped clients with daily money management tasks such as paying bills and filing insurance claims and assisting in household affairs while they travel. We have helped with their estates, making the right choices for gifting to their children and grandchildren, advising on major purchases and representing them before the IRS when issues have arisen.
Bill Pay Valet was the just the next natural step in our journey together. One more solution created to address our clients' daily money management challenges. One more service on the list of many offered to both individuals and businesses through my practice.