Serving Green Valley, Sahuarita and neighboring communities in southern Arizona
Are you an independent senior living in southern Arizona who
needs occasional help with prioritizing & paying bills
and other personal finance issues?
- OR -
Do you have a beloved family member or friend in southern Arizona, but you're just too far away to stop by when they need your help?
If you or someone you care about needs help with budgeting & bill paying, or evaluating & resolving personal finance issues,
partner with Team Bradley to get precisely the help you want.
Team Bradley offers personal finance services for seniors in the privacy of their own homes and tailored to their specific needs.
Scroll down to see services & pricing options.
For the small business owner who wants to spend more time
meeting with clients and growing your business,
let Team Bradley take care of the office work you don't really like to do.
Whether it's the routine tasks like:
Or that special project you never have time for...
Partner with Team Bradley to get it done.
Contact Lisa for a free no-obligation consultation.
Mobile: (520) 233-8363
(Save $40 w/6 mo. subscription or $100 w/12 mo. subscription)
(Hourly rate or prepaid block of time options available)
Just some examples:
* For a single checking account and corresponding monthly statement. Add $5 for each additional checking, savings or credit card account.
** Team Bradley, LLC will consult with and will email activity summaries to up to two trusted personal contacts on behalf of each client.
*** To be completed at client's residence whenever possible. If needed, scanning will be done at Team Bradley, LLC office and faxing (at client's expense) will be done at publicly available outlet.
**** Online activities specific to client's accounts and email addresses will only be done at client's residence.
Each engagement concludes with an activity summary emailed to up to two trusted personal contacts and will include relevant money saving considerations. Subscription clients will receive this monthly.
Green Valley/Sahuarita: No charge for two monthly visits; add $5 for each additional monthly visit
Amado/Tubac/Tumacacori: $5 per visit
Rio Rico/Nogales: $10 per visit
Tucson/Vail: $15 per visit
Mobile: (520) 233-8363