Personal Affairs
Kelli Cassidy & Co provides discrete, personal services. Below are the services we often offer. If your needs aren't listed please ask.
Build digital library of important information for trusted contacts and remote family members
Manage schedules, organizing appointments, meetings and events
Make and facilitate travel arrangements
Help with errands to the bank, professional advisors, or other important activities
Build relationships to provide personalized, proactive service
Support a healthy, active lifestyle through light exercise and social activities
Help with digital and social tools used to remain connect with friends and family
More services
Helpful insights for managing your life
Looking ahead
Life has a way of shifting when we least expect it. A parent who was managing well on their own may suddenly need more support and adult children are often left wondering where to begin. A work promotion leads to more travel and life at home falls behind. Or you simply want help with the “life admin” so you can enjoy more free time. Our mission is to be your trusted partner: a steady guide who helps individuals and families stay on track, understand what resources exist and connect them with the right people, at the right time.
Frequently asked questions
Answers to common questions about our services.
Are you insured?
Yes — I carry specialist professional indemnity insurance.
Contact Us
Want to find out more or get started? Please call, email or fill out the form below.
1-657-247-6304
office@kellicassidy.com