CLIENT FEEDBACK:

 

“Charlyne has exhibited such patience explaining the wording in some of my financial statements.  It has been such a help.”

“I had no idea what was involved in filing a tax return for my father’s estate.  Charlyne saved my sanity.”

“Charlyne has a monthly appointment with me and other times if needed. She goes through my mail and gathers the bills to be paid, documents that need to be saved and disposes of the unnecessary papers. Checks are written for my signature and then mailed. Monthly accountings from bank statements and other financial documents are prepared for year-end tax information needed.  The confusion it once caused me is now gone.”

“Organizational skills and details are not our strong suit. You fill a vital need in our financial and record keeping lives. Don’t ever move away.”

“I work and live in another state than my mother. Charlyne’s promptness in preparing and mailing her bills for my signature relieves me of the stress I once endured.
Being aware of the ongoing financial situation from the monthly accountings emailed to me is such a relief.  When I contact Charlyne she promptly updates me on concerns I may have. Charlyne receives my mother’s bills, prepares checks for my signature, sends them in stamped envelopes so all I need to do is sign and drop the bill in the mail.  Such a relief.”

 

Charlyne G. Coleman

(828) 697-7046
Fax: (828)693-0544
Charlyne@CGColemanServices.com

P.O. Box 2757
Hendersonville, North Carolina 28793

 

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