Imagine what it would be like to be free from bill-paying and other day-to-day money management details you don't have time for. We can organize, manage, and carry out a wide variety of customized services, such as:
- Bill-paying, including calls to payees regarding incorrect bills, and preparation of checks for you to sign
- Balancing checkbooks and maintaining organization of bank records
- Preparing and delivering bank deposits
- Organizing tax documents and other paperwork
- Deciphering medical insurance papers and verifying proper processing of claims
- Consulting on personal financial management, including budgets/cash plans
- Providing referrals to legal, tax, and investment professionals
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Who needs a Personal Money Manager
- Busy professionals
- Frequent travelers
- Senior citizens
- Adult children responsible for managing an aging parent's affairs
- People with physical challenges
- Anyone who struggles with paperwork
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