Beth has done a fantastic job managing our mother's day to day financial life over the past few years. She handled the basics really well - paid bills, wrote checks, followed up with merchants, established cash cards, and helped coordinate tax payments, among many other things - but often went above and beyond the job to make sure everything was handled smoothly, and sent us consolidated easy to read reports every month. Beth was gentle and reassuring with our mother, and quickly became one of her favorite visitors. Beth has always been amazingly responsive with us as well, and generously shared financial tips that saved us money and time. We're deeply grateful for the peace of mind Beth has given us these past few years, and wholeheartedly recommend her to anyone looking for financial help... Charlie, son of client
I have the honor partnering with Beth since the day my client moved into an assisted living home in May 2016 until my client’s death in August 2018. Beth helped my client sort through her financial affairs and daily mail. Beth did a wonderful job filling out the annual Tax Organizer with documents and spreadsheets neatly attached, which helps me complete the client’s tax returns without having to bother my client at all.
I have dealt with other Daily Money Managers before, but I have to say that Beth is the best Daily Money Manager among all. I believe her previous training as a CPA makes a big difference. Beth is very organized and detailed minded. She understands accounting and she recognizes tax issues that are important. I would love the opportunity to partner with her again and I highly recommend Beth’s service to anybody looking for a competent Daily Money Manager... Terry, CPA
In just 5 short months, Beth has worked miracles with my 50 year old brother. My elderly parents and I had given up trying to keep my brother on any kind of budget. He was maxed out on all his credit cards and still spending money he didn’t have. Through Beth’s individual attention to my brother’s case, he is finally understanding how to and actually living on a budget. She has worked very hard to reduce his debt and most importantly worked with him to get a reasonable but strict budget in place. Thank goodness for Beth!!! ... Josie, sister of client
I thank Beth so much for the caring, professional way that she assisted my client, Ken, through his transition of suffering a stroke and the subsequent loss of his wife. She does so much more than balance a checkbook... Joe M, Financial Advisor
For decades our father and mother capably managed their financial affairs while managing a household and launching 5 children in to adulthood. But when they reached their nineties, the burden of paying bills and managing finances became too much to handle. We needed qualified help, and fast! We asked professionals in the elder care field for ideas and they had no hesitation recommending Beth. She quickly demonstrated competence, thoroughness and a genuine concern for our parents’ financial and personal well-being. She organized and reconciled all of their financial records and income tax forms, and organized and filed long term care paperwork. She continues to be there for them as needed. It has been a huge relief for our family. We highly recommend Elizabeth Carroll of Cornerstone Money Management... The Phelps Family
As my mom declined we struggled to help her manage her increasingly complex financial situation. We were lucky enough to find Beth who went through all my mother's financial documents, made order of them, created spreadsheets, to do lists, followed up on outstanding issues and sent us a detailed summary of all transactions and the overall picture each month. She was so excellent that my husband and I hired her to take a look at our own finances. Beth gave us very concrete recommendations for how to pay off our educational debts while saving for retirement and college. She had a fundamental impact on our approach to managing our financial life and we are significantly better off due to her input. I will be forever grateful for the help she provided my mother and the peace of mind Beth gave us as we were confronting the emotional challenges of my mother's dementia. I can't recommend Beth more highly! ... Alice-Lee, daughter of client