top of page
Signing A Contract

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.

Woman Reviewing Bills

Bill Payment (daily financial task management)

  • Pay and Maintain all bills (online and paper) to ensure timely and efficient payment

  • Mail and email management

Consultant at work

Advocate

  • Act as your advocate when working with insurers, creditors, and healthcare providers

  • Coordinate relationships with professionals such as lawyers and accountants

Image by Scott Graham

Financial and Estate Documents

  • Prepare estate documents

  • Organize tax documents and submit them to your accountant

Image by Markus Winkler

Fraud Prevention

  • ​Help prevent and address potential fraud

  • Educate on how to detect and prevent fraud

Image by todd kent

Household Administration

  • Project management such as home repairs and maintenance.

  • Review and screen in-home service providers

Image by Vlad Deep

Insurance Management 

  • Evaluate current plans and provide an assessment - including life, medical, auto and homeowners insurance

  • Manage insurance claims 

What Our Clients Say

Underwater Wave View

Barbara

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!"
bottom of page