Service, Integrity, and Transparency

Client Studies


Widow

Estate Executor

Fortune 500 Executive

Medical Professional

Senior Citizen

Young Professionals

Company Founder

Senior Citizen

The daughter of an elderly widow reaches out to Spinelli FA seeking management of her mothers finances, care, estate, and household.

The daughter is a busy professional with young children, and her mother's affairs now require more time and attendance than she is able to provide with her busy schedule.


The Spinelli Plan


First, we would determine the mother’s needs and daughter’s needs during initial meetings. We would then develop a plan that includes estate and trust planning and distributions, income planning, medical and daily care selection and administration, and investment portfolio management. We would track monthly, daily, and yearly expenses and ensure bills are paid on time and in full. Our plan would also include coordination of services for property and household management as needed or requested, giving both mother and daughter assurance that both their financial and personal/medical needs are being carefully managed.