About Tight Ship

My in-laws had been struggling with a variety of daily money management, tax, insurance and household management issues.   Based on my background in financial services & healthcare, I was happy to roll up my sleeves and create a management plan that worked for their needs & lifestyle.  With that, word of mouth got around quickly & my phone was ringing off the hook with others seeking my professional and impartial advice.  Tight Ship Advisors was born. 

 

The value Tight Ship Advisors can touch on a myriad of other tasks around digital banking, end of year RMD planning, home organization, financial modeling like "can I age in place or should I move?", and just a general plea of "help me get out from underneath all this paperwork!".

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As time has passed, clients have asked me to take on roles such as POA or executor to their estate.  Just as we do with any client, needing any type of service, we take each and every role very seriously and perform in a manner that is not judicious but also is respectful & protective of our clients wishes and well-being.  

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