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 financial task management)
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Pay and maintain all bills to ensure timely and efficient payment
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Review and organize mail and email
Advocate
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Act as your advocate when working with insurers, creditors, and healthcare providers
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Coordinate relationships with professionals such as lawyers and accountants
Financial and Estate Documents
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Ensure estate documents are current
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Organize tax documents and submit them to your accountant
Fraud Prevention
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Keep you informed about the latest scams and how to avoid them
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Continually monitor accounts to detect and prevent fraud early
Household Administration
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Manage projects such as home repairs and maintenance
Review and screen in-home service providers
Insurance Management
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Evaluate current plans and provide an assessment - including life, medical, auto and homeowners insurance
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Manage insurance claims
"Amy is patient and very organized. She helped get my to-do list done. I trusted her to set up my personal medical information online. She's a pleasure to work with!"
- Michael
"I was so overwhelmed with paperwork and bills, but Amy guided me through everything with such patience and care. She even identified a scam and quickly took action to protect my assets and update my accounts. I felt an incredible sense of relief and was truly grateful to have someone I could trust."
- Barbara
Testimonials
Contact Us
Serving Westchester and Fairfield Counties
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Phone:
(917) 596-3676
Email: amy@simplifywithamy.com
