Our Daily Money Management Services bring clarity and order to your bill paying, budgeting and record keeping. We provide a wide range of customized services to keep your day-to-day financial affairs in order.
What we can do for you:
- Monitor and help you pay your bills on time
- Balance checkbooks and investment statements
- Develop and track budgets
- Review mail & establish priorities
- Resolve billing issues
- Organize records and important papers (insurance, financial, estate, tax)
- Prepare files for tax preparer and other service professional
- Coordinate with your legal, tax, insurance, real estate, investment, care manager and other trusted professionals
- Act as a liaison between clients, their family and community resources
- Simplify life
After the initial setup of your system, your customized services are provided by us on a regularly scheduled basis. For most clients, we conduct these services in their home and meet once or twice per month, depending on their needs. However, our services are flexible and can be customized to best serve you.