Understand the need
We assess the client’s current routines and organize paper records, digital information, and open matters into a working starting point.
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Ongoing financial administration in Hampton Roads
Daily Money Management
Daily Money Management is practical, ongoing help with everyday financial paperwork and responsibilities. After the $500 Financial Organization Package, choose Essential Support at $300/month or Concierge Support at $500/month. We review what comes in, maintain records, track obligations and outstanding matters, and follow up regularly. Bill payment fits within that broader responsibility, under your written authorization and approval process.
Schedule a confidential conversationPersonal, practical support
Help that respects your independence.
We serve older adults and families in Chesapeake, Virginia Beach, Norfolk, and the surrounding Hampton Roads area. This ongoing relationship is for clients who want a dependable administrative partner, whether they remain hands-on or need more help with routine tasks. Wayne Creef brings more than 30 years of financial-advisor experience to this work. SFCS complements your attorney, CPA, financial advisor, care manager, and other professionals.
Support is available in clients’ homes throughout Hampton Roads and remotely by phone, video, or secure digital methods when an in-person visit is not needed.
Support may include
- Reviewing incoming bills, statements, and correspondence and recording what needs action
- Preparing authorized payments, documenting approvals, and following up on payment questions
- Tracking due dates, recurring obligations, discrepancies, and unresolved matters
- Maintaining clear financial records and account information
- Monitoring budgets, cash flow, and unusual activity
- Providing regular reports to the client and, with written permission, authorized family or professionals
How it works
A clear, comfortable process.
You remain in control. Responsibilities, permissions, communication, and costs are agreed upon before work begins.
Agree on responsibilities
The service plan defines what will be handled, how approvals work, and how information will be protected.
Keep the details moving
We organize, track, follow up, and report regularly while the client remains in control.
Oversight means agreed administrative review and follow-through, not investment management or fiduciary authority. Bill payment requires written authorization. We can coordinate acceptance of existing POAs and obtain institution-specific forms, but do not serve as your POA agent or fiduciary.
A comfortable first step
Let’s talk about what would be helpful.
Schedule a confidential introductory conversation. You do not need to gather sensitive records before we talk.