• Sterwyn Financial specializes exclusively in helping adult children manage, organize, and protect their aging parents’ financial lives. Our work combines structure, clarity, and compassionate support for families navigating the challenges of declining memory, health changes, and increasing financial complexity.

• Our expertise includes:

Family Financial Organization

Turning scattered bills, documents, and accounts into a clear, reliable system families can trust.

Bill Pay Management

Ensuring your parents’ recurring expenses are paid accurately and on time, every month.

Account Oversight & Monitoring

Reviewing activity for unusual charges, missed payments, or financial risks.

 Document Digitization & Recordkeeping

Organizing essential documents so families always know where things are and what’s missing.

 Risk Identification & Fraud Prevention

Catching potential problems early, from unpaid insurance premiums to suspicious transactions.

 Coordination With Professionals

Working alongside attorneys, CPAs, fiduciaries, care managers, and financial advisors so the entire support team stays aligned.

Family Communication & Reporting

Providing adult children with updates, clarity, and visibility — reducing conflict and confusion across siblings.

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We bring calm, order, and protection to one of the most stressful responsibilities adult children face: managing their parents’ financial lives.