Our Services
Simplify with Amy provides trusted, personalized assistance to help simplify daily financial and household responsibilities. From bill payment and financial organization to insurance management, document coordination, and household administration, we help clients stay organized while serving as a reliable advocate with professionals and service providers.
Bill Payment (Daily Money Management)
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Pay and maintain all bills to ensure timely and efficient payment
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Mail and email management
Advocate
Financial and Estate Documents
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Prepare estate documents
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Organize tax documents and submit them to your accountant
Fraud Prevention
Household Administration
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Project management such as home repairs and maintenance.
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Review and screen in-home service providers
Insurance Management
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Act as your advocate when working with medical providers, creditors, financial institutions, insurers, and property managers
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Coordinate relationships with professionals such as lawyers, accountants, and financial advisors
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Help prevent and address potential fraud
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Evaluate current plans and provide an assessment - including life, medical, auto and homeowners insurance
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Manage health care insurance claims - assist with claim submission and disputes
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Educate clients about how to detect and prevent fraud
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Help prevent and address potential fraud
Contact Us
Serving clients across Westchester and Fairfield Counties
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Phone: (917) 596-3676
Email: simplifywithamy12@gmail.com
