Hourly Rates ($125-$160/hour) depending on services provided and frequency of visits. Specific engagement quotes available upon request. Fully licensed and bonded.

Budgeting & Financial Analysis

Saving You Money


“Diane helped me so much with a budget. I couldn’t have done it without her. She is great !!” …. Jeanne B.




Bill Paying & Document Organization

Alleviating Stress


“Diane organized and sorted over 20 years worth of old tax files. She also reviewed my assets and got them properly titled and transferred into my trust.  She’s a delight to work with.” … Elizabeth P.

” I don’t hesitate recommending Diane as a financial concierge. She is knowledgeable, smart, and efficient. In addition, she is patient, caring, and easy to work with.”… Marianne M.

Tax Returns & Tax Planning

Handling Tax Law Complexities


“I find Ms. Haselroth to be a well-seasoned CPA. She’s not only professional in her job but a CPA to trust. She has a passion for helping her clients with any questions or concerns they may have.” … Janet P.