Support and Key Services

Identify, Locate, and Organize Essential Documents

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What We Do…

Identify, locate, and arrange crucial documents. This includes cataloging billing companies and insurance policies with their account numbers, details for online access portals, information about two-factor authentication, trusted contact details, and whether a Power of Attorney (POA) is linked to the accounts.

Gather and organize the contact information for healthcare providers, which included their name, phone number, address, online portal username and password, and confirmation of any HIPAA waiver on file. Additionally, document whether there is a Health Directive, Do Not Resuscitate (DNR) order, or if organ donation wishes are recorded.

Records Management
Records Management
Which documents and records require gathering, updating, and filing? Taking the time to organize your documents, can prove essential in an emergency.
Health & Medical Documentation
Health & Medical Documentation
Prescriptions, names of doctors and specialists, health history and current conditions are key, not just for you but for others in an emergency.
Digital Management
Digital Management
Just about every account (bank, email, social media) has a username and password. Best to keep track, especially if there is 2-factor authentication.
Chose from a Range of Services

Self-service, Guided support, or Full service

Be Smart Like a Fox and Be Prepared for Anything and Everything

DO-IT-YOURSELF SERVICES

Anytime, Anywhere
Basic

$100

Great for individuals who want a simple starting point

Printable PDF forms
Ideal for independent, DIY‑style individuals
Personal support not included
Basic Plus

$150

Ideal for those comfortable using technology

Fillable & Printable PDF forms
Great for people familiar with Adobe Acrobat forms
Personal support not included
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Use dots to scroll thru for sample forms

The Bronze Package

The Bronze Package is ideal for individuals who prefer a ready-made, organized system. This package is perfect for those who have the time and ability to gather their own information but want a structured binder with all the necessary forms and sections prepared for them.

$200

Physical binder shipped directly to you
Includes printed & fillable forms and tabbed, organized sections
Includes a quick‑reference “Fridge Form” (2-sided) for emergencies
A great fit if you prefer an out-of-the-box system
Personal support not included

IN-PERSON SERVICES

For the DC, Maryland, and Virginia Area
The Silver Package

The Silver Package is designed for people who need hands-on help finding, gathering, and entering their information. It’s well suited for those who want guided support while still maintaining some independence and ensuring details aren’t missed.

$1500

Best for those needing hands‑on guidance
Everything in the Bronze package
*Key Services* Wendy works directly with the client to complete all forms
Personal support included
The Platinum Package

The Platinum Package is best for seniors, busy professionals, or anyone who wants ongoing monthly assistance. This tier is ideal for those who value consistent, reliable support for managing bills, staying organized, and having a trusted expert available to handle questions as they arise.

$2,000 + $300/flat fee

Ideal for seniors and busy individuals
Everything in the Gold package
Provide ongoing monthly support with Wendy and the client working together
Personal support included
Discounts
5% discount for teachers and nurses
10% discount for Veterans
The Gold Package

The Gold Package is perfect for individuals who want more structure around their bill pay routine. This package is a good fit for those who benefit from a clear, customized bill-pay schedule paired with guided help completing their Key Papers materials.

$1800

Great for those wanting structured, financial routines
Everything in the Silver package
Personalized bill‑pay schedule mapping out recurring payments and due dates
Personal support included
Add-0ns

Additional services can be provided at hourly rate.

  • Additional services available at an hourly rate (flexible depending on scope and complexity)
  • Full Daily Money Management option: Wendy manages ongoing bill payments, tracks due dates, and ensures accuracy
  • Pick up & sort mail, including identifying important documents and discarding junk mail
  • Administrative support and advocacy, such as communicating with service providers, helping complete applications, and organizing documentation
  • Remote administrative computer support, including assistance with email organization, online portals, password management, and digital filing
  • Assistance setting up online bill pay and autopay systems
  • Organizing and updating financial or household records
  • Coordinating with family members or caregivers as needed
  • Scanning, digitizing, and organizing important paperwork
  • Other customized services can be discussed based on individual needs

By investing in the time now, you will be able to focus on what truly matters later.