SENIORS:
Those who are unable to process or keep up with daily bills and finances
Some may have vision Issues like glaucoma, low vision or macular degeneration
Those who have chronic health conditions such as arthritis or depression
As people age it can become more difficult to keep up with daily tasks. It may be a serious medical procedure or vision problems that make it harder to maintain records.
My goal is to alleviate the worry and stress so you can enjoy friends, family and life.”
– Sara Hagen
INDIVIDUALS WITH DISABILITY OR ILLNESS:
Those dealing with Chemotherapy or Dialysis that has left you exhausted and feeling unwell
Some may be suffering from Parkinson’s disease or MS, making it hard to function
Those afflicted with Dementia or Alzheimer’s disease that is making daily finances difficult to organize or remember
Persons who are diagnosed with Autism or are mentally challenged
Sometimes chronic illness or medical procedures can make the simplest task nearly insurmountable. Maybe chronic arthritis has crippled your hands and made it difficult to write. Maybe you are undergoing chemotherapy and you are so exhausted you can barely get off the couch.
I want to assist and take over some of the tasks that are difficult for you to finish.”
– Sara Hagen
INDIVIDUALS EXPERIENCING A TRANSITION:
Individuals going through a divorce
Those who lost a spouse
People Downsizing or Transitioning to care facility
My goal is to guide and support those who have experienced loss loved one or independence. Some have recently divorced and are not used to handling day-to-day finances.
I will help to relieve stress and anxiety of the transition event by taking the financial management worry away and get them on the road to financial organization.”
– Sara Hagen
HIGH NET WORTH INDIVIDUALS & BUSY PROFESSIONALS:
Individuals who don’t have the time to keep up with the daily money management for their household
Those who spend the majority of their time managing their wealth
Busy executives whose time is better spent at a Corporate Board Meeting or Charity Event
I provide peace of mind to those professionals and wealthy individuals who need to use their time in an efficient manner. Time is money and I understand this.
Whether you are a Philanthropist, Surgeon, Corporate Executive or busy professional, I can give you that time back for you to use as you see fit.”
– Sara Hagen