Daily Money Management Services
Bill Paying and Recordkeeping
- Open and sort mail
- Pay Bills and Reconcile Financial Statements
- Organize and maintain filing system
- Create and review Spending Plan
Alleviate Financial Stress
- Provide oversight and collaborate with family members
- Seek resolution for discrepancies
- Provide referrals to Professional and Community Resources (CPA, Attorney, etc.)
Provide Convenience
- Services provided in privacy of client's home
- Personalized and customized for each individual
- Serving Raleigh, Cary, Durham and Chapel Hill
Clients who will benefit
Busy Professionals
For those that would rather spend their limited free time enjoying family and recreation.
Adults Going Through Life Transitions
People who are recently widowed, divorced, retired or relocated and overwhelmed with new responsibilities
Extended Hospitalization
When the family financial caretaker is hospitalized
Extensive Travelers
For those that want oversight of daily finances so they may enjoy traveling
Cognitive or Physically Challenged
Adults experiencing changes that may expose them to scams and theft
What clients are saying
Email Feedback
Thank you for all the security you give me with peace of mind.
KH, Chapel Hill
It’s hard to imagine the difference it makes to feel trust and have a sense of direction. No more feeling untethered, ignorant and fearful. You are a blessing my friend!
MG, Chapel Hill