Our Services
Simplify with Amy provides trusted, personalized assistance to
help simplify daily financial and household responsibilities. From bill payment and financial organization to insurance management, document coordination, and household administration, we help clients stay organized while serving as a reliable advocate with professionals and service providers.
Bill Payment (Daily Money Management)
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Pay and maintain all bills to ensure timely and efficient payment
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Review and organize mail and email
Advocate
Financial and Estate Documents
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Ensure estate documents are current
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Organize tax documents and submit them to your accountant
Fraud Prevention
Household Administration
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Manage projects such as home repairs and maintenance
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Review and screen in-home service providers
Insurance Management
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Act as your advocate when working with insurers, creditors, and healthcare providers
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Coordinate relationships with professionals such as lawyers and accountants
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Keep you informed about the latest scams and how to avoid them
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Continually monitor accounts to detect and prevent fraud early
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Evaluate current plans and provide an assessment - including life, medical, auto and homeowners insurance
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Manage insurance claims
Contact Us
Serving Westchester and Fairfield Counties
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Phone:
(917) 596-3676
Email: amy@simplifywithamy.com
