Your Manager Money
Nancy Goldfarb, CFP®, CPA/PFS, MBA, CDFA
Specializing in Consulting, and Tax Services
Smart Transition Strategies, LLC works with clients one-to-one, placing the highest value on trust and sincerity. Our three Cs of business conduct are Compassion, Clarity, and Competence.
Services may be as focused or comprehensive as you need, from advice on a specific matter to broader financial organization and coordination.
Why clients call
When you might need our help
Individuals and families may need support managing financial responsibilities because of time limitations, retirement, aging, a health transition, estate administration, or the growing complexity of personal records. We provide caring, professional support and smart planning to help organize your financial life and preserve your assets for current and future needs.
For individuals and families who are unable or prefer not to manage their finances — whether because of time limitations, changing needs, or other circumstances — we provide supportive, caring services and smart planning designed to bring peace of mind. Our involvement can be tailored to each client, from guidance on individual financial matters to complete daily money management services. We provide professional, convenient service and travel to our clients when appropriate.
What we do
How we help
- Organize financial records, accounts, and correspondence.
- Coordinate tax planning, retirement planning, financial planning, and charitable giving.
- Maintain account records, bank reconciliations, and checkbook balancing.
- Handle accounting, record keeping, billing disputes, and financial discrepancies.
- Coordinate with financial, tax, legal, investment, insurance, and care professionals.
- Provide services digitally or manually according to your preference, including work with clients in their homes when appropriate.
Let's talk about your financial life.
Reach out for a conversation about how Smart Transition Strategies can help.