Our Services
At The Stoneham Group, we take care of the everyday financial tasks that can quickly become overwhelming. Our services are customized to each client’s needs, always delivered with professionalism, discretion, and respect.
We’re not financial advisors or investment managers. We don’t sell products or give tax advice. We take the burden of day-to-day money management off your plate, so you can focus on life with less stress and greater confidence.
Bill Management & Payment Tracking
Organize, review, and pay bills on time
Set up and monitor automatic payments
Avoid late fees, missed payments, or duplicate charges
Banking & Account Reconciliation
Monitor bank and credit card accounts for unusual activity
Reconcile accounts and resolve discrepancies
Organize and file statements for easy access
Budgeting & Cash Flow Support
Track income and expenses
Create simple monthly budgets or summaries
Help clients understand their spending patterns
Mail & Document Organization
Review financial mail and flag action items
Reduce paper clutter and organize records
Coordinate with family members or professionals, as needed
Liaising with Trusted Professionals
Collaborate with your attorney, accountant, or financial advisor
Provide documentation and summaries to support their work
Help ensure your broader financial life is aligned and managed
Add-On or Occasional Support
We offer project-based support to:
Organize finances after a loss or transition
Prepare documents for tax season
Create an inventory of accounts and recurring payments
How We Work
We tailor engagement to your needs. Whether you need short-term help through a transition or ongoing support each month, we offer flexible service options designed to bring clarity, consistency, and peace of mind.
Free Introductory Call
A 15‑minute phone chat to understand your needs and confirm we are a good fit.
One‑Time Onboarding Package
A flat fee covers the start-up session, set-up, and go forward plan so you know exactly what will happen next.
Ongoing Service Billing
Clients are billed monthly based on an hourly rate. You’ll receive a clear summary of what was done and the time used.
No surprises. If a task will take longer than expected, we pause, explain the options, and get your approval before moving ahead.
Not sure where to begin?
We offer a free, 15-minute introductory call to learn about your situation and answer questions. No obligation. Just a conversation to see how we can help.