Introduction
I am Helena Phelps, a Personal and Financial Organizer and Daily Money Manager based in Marin County, California. I work with individuals, families, and trustees to bring clarity and order to their lives.
I specialize in helping seniors, or anyone needing extra support, stay organized, confident, and independent.
Services
How I Can Help
How I Can Help
How I Can Help
- Manage and organize paperwork and mail
- Review and manage correspondence
- Reconcile bank accounts, credit cards, and billing statements
- Ensure bills are paid on time
- Bill pay and management
- Process and track deposits
- Streamline and maintain electronic accounting systems
- Assistance communicating with insurance companies and financial institutions
- Organizing insurance policies (health, home, auto, life)
- Preparing paperwork and questions for calls or appointments
- Support with claims and follow-up documentation
- Develop, organize, and maintain efficient filing systems (digital and physical)
- Complete insurance and medical forms
- Provide project management support for personal and financial matters
- Compile and organize documentation for tax preparation
- Prepare detailed income and expense reports
- Legacy planning and documentation
- Serve as liaison with accountants, attorneys, and financial advisors
- Monitor accounts and implement safeguards to help prevent financial exploitation and scams
How I Work
How I Can Help
How I Can Help
- Provide patient, respectful, and judgment-free support tailored to each client’s needs
- Offer primarily in-home services, with virtual and hybrid options available
- Ensure strict confidentiality in handling all sensitive personal and financial information
- Obtain client authorization prior to any third-party communications
- Deliver services on an hourly basis with clearly defined scope and full transparency
- Support life transitions—including widowhood, downsizing, cognitive changes, and moves to higher levels of care—with compassion, empathy, and understanding
- Champion client autonomy while implementing appropriate safeguards for protection
My Story
Since 2008, I’ve supported family and friends in managing finances, helping with paying bills, and preparing for major life transitions. After losing my father in 2022, I saw firsthand the level of support my mother needed to navigate everyday personal and financial tasks, which inspired me to help more individuals who may be in similar situations.
I am trustworthy, detail-oriented, compassionate, and organized, and I have found that simply
having someone on your side - and by your side - can make a world of difference.
A little more about me...
My husband and I have two teenage boys. We love cheering them on at their many sporting events. When I’m not on the sidelines, you’ll usually find me spending my free time with family and friends, traveling, skiing, hiking, cooking or relaxing at the beach. I love listening to audio books and being part of a book club.
I have always been very involved in my kids’ schools, volunteering in the classroom and serving on the PTA and Sports Boosters boards.
I was raised in Marin County and feel incredibly grateful that our boys are getting to grow up here as well. I attended UC Santa Barbara and had the opportunity to study abroad in Göttingen, Germany for a semester - an incredible experience!
I am a proud older sister and very close with my sister, brother-in-law, and my two amazing nephews.
Professionally, I’ve worked in a variety of settings, including insurance, corporate retail, and legal recruiting. A fun fact about me - I am tall, 5'11", and am the shortest person in my family!
