Organizing Everyday Life
From money management to personal services, Kelli Cassidy & Co helps Orange County busy professionals, retirees and families regain time and peace of mind.
Pay bills, balance accounts, organize paperwork
Prepare for appointments with professional advisors
Oversee home services and daily operations
Why Choose Us
Clients value our reliable, high-quality services that keep their lives organized and secure while maintaining the highest standards of professionalism and care.
Trusted Partner
AADMM member, background checked and insured.
Skilled Expertise
Three decades of professional and personal experience, skills and knowledge.
Personal Approach
A dedicated professional who offers tailored support.
Reliable Services
Punctual, consistent services that build trust over time.
How We Help
We work alongside you to support the tasks that have become harder to manage over time. As your needs shift, our services shift with you.
Daily Money Management
Manage bills, track expenses, reconcile bank statements, organize tax documents and other financial records.
Learn more
Home Management
Oversee home services and daily operations to help keep your home running seamlessly to allow you to focus on what matters most.
Learn more
Personal Affairs
Prepare for professional appointments, arrange travel and research resources and services to help address your changing needs.
How it works
Most relationships start with a specific task that allows us to get to know each other and understand how we can work together. With time, trust enables us to consider your broader goals that could naturally extend our responsibilities across your portfolio.
01
Start with a phone call
Contact us and we’ll plan a time to discuss your needs, goals and questions.
02
Free consultation
In-home or online discussion to clarify how we can best support you.
03
Proposal
You receive a quote with a summary of my responsibilities and price.
04
Get started
Once you’re happy with the proposal, we agree on a start date.
05
On-going support
You’ll receive regular progress updates to reassure you that everything is handled on time.
Your service is personalized. Some clients prefer to meet on a regular basis. Others prefer we take ownership of matters and only contact them if a complex decision needs to be made. We offer regular updates or simply prepare a monthly report that summarizes the work completed to date.
Read our reviews
References available upon request.
Kelli consistently provides patient support when I need it most. She helps me keep my home and finance matters organized and takes the worry off my plate.
Donna MRetired individual
Kelli was fantastic to work with. She was thoughtful and responsive. She helped my small business in a number of ways. I can’t recommend Kelli enough.
Sally H.Small business owner
Kelli helped the formation of our start-up company by arranging commercial documents, attending founder meetings and tracking critical decisions to keep us moving forward. We are grateful for Kelli’s support.
Jan N.Busy professional