fill out the endless amount of forms the bankers want?

help me know if I am getting the best deal on my accounts?

figure out the best mortgage refinance plan -- and handle all of the paper work?

help my spouse / partner get up to speed on our finances?

set up a record keeping system for me, and keep it current?

help me know where all of my money goes?

locate other advisers (insurance, investments, banks) for me to choose from?

do the work to change banks?

help me get prepared to build a building for my business?

help me analyze investment real estate so I can build a portfolio?

put all of my financial information & records in a system for when I’m not around anymore?