Services Available

The money management services provided are the key to helping an older adult maintain independence or a person of any age to gain control over financial matters. Bookkeeping, insurance, budgeting, and household matters are simplified to help with management of day-to-day affairs when the challenges of aging or coping with financial affairs make some tasks difficult to complete.

Services provided include:

  • Budgeting and money management
  • Reviewing and filing mail
  • Paying and organizing bills
  • Preparing checks for client signature
  • Making deposits
  • Reconciling checking and other bank accounts
  • Creating and organizing file systems for financial documents
  • Preparing tax paperwork for your tax advisor
  • Negotiating with third parties concerning bills, insurance claims and other household issues
  • Coordinating between client and accountant, attorney, financial advisor and family members
  • Preparing routine correspondence

Services are available at your home on a weekly, bi-weekly, monthly or as-needed basis. They complement but do not replace the work of legal, tax, or investment professionals.