Day-to-Day Financial Support

Service Description

Support with bills, budgets & everyday money tasks. Whether you're a busy professional, a senior managing daily bills, or helping a loved one with their finances, Sterwyn Financial offers practical, hands-on support to keep your financial life organized and stress-free. We don’t sell products, and we don’t replace your accountant or advisor. We step in to handle the everyday details — so nothing gets missed and everything stays on track. ✅ What We Help With: Bill Pay & Financial Organization Never miss a due date. We schedule, track, and organize your bills and accounts. Budgeting & Expense Tracking Stay on top of your spending with categorized summaries and monthly reviews. Account Review & Oversight We monitor activity across your accounts, help catch errors, and avoid missed charges or fees. Paperwork & Document Sorting Insurance statements, medical bills, and mail — all organized and managed with care. Tax-Time Prep Support We gather and organize financial records so your CPA or tax preparer has everything needed — stress-free. Trusted Referrals When needed, we connect you with vetted CPAs, estate attorneys, fiduciaries, and other specialists. 🤝 How It Works: We start with a free consultation to understand your goals and challenges. Then, we create a custom support plan — with weekly, monthly, or as-needed check-ins. Services are billed hourly or through a flexible monthly retainer. 👥 Who This Is For: Professionals who need help staying organized Seniors & Solo Agers who want to stay independent and on top of bills Adult Children managing finances for a parent or loved one Anyone feeling overwhelmed by money tasks and paperwork ⭐ Why Choose Sterwyn Financial? Personalized, one-on-one support Experienced, insured, and background-checked Veteran-owned and values-driven Trusted by families, fiduciaries, and professionals across Southern Arizona 📞 Ready to simplify your financial life? Schedule your free consultation today. 📍 Serving Tucson, Marana, Oro Valley, Green Valley, Sahuarita & statewide 🌐 www.SterwynFinancial.com ☎ 520.724.1411 | ✉️ LMiller@SterwynFinancial.com Continue to Be Excellent.