There are instances when an individual may benefit from a daily money manager, either temporarily or on an ongoing basis. When bills are not paid on time or if important documentation continues to get lost, then our services may meet your needs. Our clients are senior citizens and their families, professionals, anyone in transition or who needs assistance handling financial paperwork. We advocate to ensure the well-being of our clients as well as their finances.
All our services are provided at your
home and we are bonded and insured
How we can help you:
- Open, Review, and Sort Mail
- Pay Bills (Client Signs)
- Prepare Bank Deposits
- Reconcile Checkbook
- Create and Maintain File System
- Organize Tax Information
- Communicate With Family
- Prepare Budget
- Other Assistance Available Upon Request