Daily Money Management Services
Bill Paying and Recordkeeping
Bill Paying and Recordkeeping
Bill Paying and Recordkeeping
- Pick up, open, and sort mail
- Pay Bills and Reconcile Financial Statements, automate systems
- Able to connect with clients virtually
- Create & review Spending Plan, Cash Flow, and Net Worth Statements
Alleviate Financial Stress
Bill Paying and Recordkeeping
Bill Paying and Recordkeeping
- Provide oversight and collaborate with family members and professionals
- Seek resolution for discrepancies
- Provide referrals to Professional and Community Resources (CPA, Attorney, etc.)
Fiduciary Services
Bill Paying and Recordkeeping
Fiduciary Services
- Serve as Financial Power of Attorney
- Serve as Representative Payee
- Serve as executrix, trustee, or as assistant to those appointed
Clients who will benefit
Adults Going Through Life Transitions
Adults Going Through Life Transitions
Adults Going Through Life Transitions
People who are recently widowed, divorced, retired or relocated and overwhelmed with new responsibilities
Cognitive or Physically Challenged
Adults Going Through Life Transitions
Adults Going Through Life Transitions
Adults experiencing changes that may expose them to scams and theft
Extended Hospitalization
Adults Going Through Life Transitions
Extended Hospitalization
When the family financial caretaker is hospitalized
What clients are saying
Email Feedback
"I want to thank you again for Everything you’ve done to help us these last 3+ years - what a roller coaster with everything we’ve faced with both my parents! You have been a God-send to me and my brothers and could not have accomplished all that we did without your help!"
- TC, New Jersey
"Thank you for all the security you give me with peace of mind."
- KH, Chapel Hill
"All is going well as I recover from a physical setback of exhaustion. Our whole family, including myself, is grateful you are now handling financial matters for me."
- JC, Chapel Hill