Financial Caregiving:

With a grass roots approach, we create a financial & lifestyle framework alongside our clients..... right at their dining room table

Your Tight Ship Advisor will work with your existing financial and legal advisors to enhance efficiency and security.

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Our Expertise:

Bill Pay/Household Budgeting

Medicare/

Insurance Navigation

Legal / Estate

Affairs

Financial / Tax / Investment Coordination

Household Management

Affording everyone a qualified personal assistant that protects financial longevity & promotes security

"I was immediately pleased with their knowledge and efficiency. Since then, I’ve had them in twice each week to assist with various projects including Medicare billing, organizing my files, charitable donations, switching insurance carriers and getting ready to go to Florida for the winter."

 - Walter

"By helping my parents develop a cash-flow statement, she empowered them with clear knowledge of their financial situation. Their fear was replaced with optimism, and now they are actually are excited."

- Andrea

"Not only have we been cleaning out the mountains of paperwork my husband & I accumulated over the decades, Tight Ship also helped create clarity on so many levels with what documents needed to be kept and what should be shredded.  I never thought I'd get organized and have everything simplified."

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- Judy

A personalized approach

What makes a Tight Ship Advisor uniquely qualified?

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Each Tight Ship Advisor is a Certified Senior Advisor® - a rigorous certification and ongoing education program focused on the health, finance, insurance & lifestyle aspects of living in today's digital age.

The core services of Tight Ship are 100% consultative and tailored to your specific wants and needs. All interaction is one-to-one in the privacy of your own home and will NOT require the transfer of any personal or sensitive financial information.

For Financial & Legal Professionals

Tight Ship is a natural extension of your services that will enhance communication and the client relationship.  Let's partner to create a Family Office experience for all.