Do you need help paying your bills or preparing for annual tax return filings?
Are you new to managing your day-to-day finances? Was your spouse previously responsible but now the task has fallen to you?
Do you or a family member need help tracking expenses or setting up automatic payments for vendors?
Are you worried about missing an important payment or need reminders for when major expenses are due?
Taking care of personal financial business can be stressful and overwhelming, especially for older adults, active families or anyone who is experiencing a life transition.
We offer periodic Daily Money Management services to help you:
- Handle mail, bills, payments and deposits
- Review or monitor banking and credit accounts
- Track expenses
- Prepare your tax organizer or manage tax documents
We also bring experience and knowledge in multiple areas to assist you with:
- Coordinating or resolving vendor issues
- Managing insurance reviews, renewals, and claims
- Reviewing benefits paperwork for eligibility, claims or support
- Special projects unique to your situation
We are available to coordinate with designated family or professional representatives, as needed or requested, to facilitate communication among support team members or transfer of information.
We bring reliable and resourceful assistance to help manage your personal finances so that nothing falls through the cracks.
