The 90-Day Family Financial Reset

Service Description

This structured onboarding process brings immediate clarity and stability to your parents’ finances. Over 90 days, we create order, identify risks, and establish systems that protect your family from financial mistakes or emergencies. What’s Included: • Complete assessment of your parents’ financial situation • Mapping of all accounts, bills, income sources, statements, and obligations • Setup or stabilization of bill-pay systems • Document organization (physical + digital) • Identification of missing documents, red flags, or fraud risks • Communication and coordination with attorneys, CPAs, fiduciaries, or care teams • Creation of your Family Financial Command Center • A clear forward plan for ongoing support Who This Is For: Families experiencing confusion, missed bills, memory decline, caregiving stress, or transitions like assisted living, rehab, or sudden hospitalization. Experienced, insured, and background-checked Veteran-owned and values-driven Trusted by families, fiduciaries, and professionals across Southern Arizona 📍 Ready for True Peace of Mind? 🌐 www.SterwynFinancial.com ☎ 520.724.1411 | ✉️ LMiller@SterwynFinancial.com