Individual & Family Services
Securing Accounts & Devices
Your phone, computer, and online accounts hold a big part of your life. We’ll look at how things are set up today, fix what matters most, and show you simple habits to keep it that way, at a pace that works for you.
This might be for you if…
You use the same password for almost everything and know you probably shouldn’t.
You got a “new sign-in detected” alert and weren’t sure what to do.
You just got a new phone or computer and want it set up right from the start.
Your parents keep getting strange pop-ups or texts, and you’d like someone to look things over.
You’ve heard of two-step verification but never got around to turning it on.
Identity Risk Assessment
More of your personal information is online than most people realize. We’ll find out what’s out there about you, explain what it means in plain terms, and help you take back as much control as possible.
This might be for you if…
You searched your name and were surprised to see your address, phone number, or relatives listed.
You’re getting more spam calls, texts, or emails than ever and want to know why.
You received a notice that your information was part of a data breach.
A scammer seemed to know a little too much about you.
You’re moving, going through a life change, or simply want more privacy.
Technology Evaluation
This might be for you if…
You’re shopping for a new laptop, phone, or tablet, and the choices feel overwhelming.
You want a doorbell camera or smart home device but aren’t sure which ones respect your privacy.
You’re paying for several subscriptions and wondering which are worth keeping.
You’re switching from iPhone to Android (or the other way) and want to know what to expect.
You want a shared family calendar, photo storage, or password manager that everyone will actually use.
Choosing new technology shouldn’t come down to ads or guesswork. We’ll talk through what you actually need, compare real options, and give you a straightforward recommendation you can feel good about.
Digital Legacy Preparation
This might be for you if…
You’re updating your will and realized it doesn’t cover your online accounts.
You lost a loved one and struggled to access their phone, email, or photos.
You handle the household bills online, and your partner wouldn’t know where to start.
You’re helping an aging parent get organized while they can still be part of the process.
You have years of photos and videos and want to make sure they’re not lost.
If something happened to you, would your loved ones know how to get into your phone, find important accounts, or save the family photos? We’ll help you organize your digital life and leave clear instructions for the people you trust. This works alongside legal estate planning but does not replace it.
Artificial Intelligence Application
AI tools like Claude and ChatGPT can save real time, but it’s hard to know where to start or what’s safe to share. We’ll find practical ways AI can help in your daily life and set simple ground rules so you can use it with confidence.
This might be for you if…
You’ve heard about Claude, Gemini, ChatGPT, and Grok but aren’t sure what they’re actually good for.
You’d like help with emails, trip planning, research, or getting organized.
You’re not sure what’s safe to type into an AI tool.
Your kids or grandkids use AI, and you want to understand it well enough to guide them.
You’ve tried AI before, and the answers felt unhelpful or off.
You want to understand how you can apply AI to your professional role.
“His attention to detail and commitment to quality truly stood out. We’ve already recommended him to others.”
– Stacy