If you haven't already, you could set up a meeting with this guy and see how it feels/if you are comfortable with him. If so, you could take it a little further like do a trial period of three months or so and then reassess. I have an olderish friend who is a widow and uses a service like that, started after her husband died, and loves it.

If my husband didn't do the financial stuff I would consider doing the same. Finance is something I don't enjoy dealing with.