Daily Money Management Services

HOUSEHOLD FINANCES

Budgeting  •  Record keeping  •  Bill payment • Money management training


FRAUD PROTECTION

Set up identity protection and fraud prevention systems  • Monitor and reconcile bank and credit card statements


MEDICAL ORGANIZATION

Medical billing and records management • Medical insurance advocacy • Anticipation of changes in documents or policies


PERSONAL AFFAIRS

Organize vital legal documents needed in emergencies • Compile contacts, passwords, and accounts for future reference by family


PAPERS AND PRODUCTIVITY

Sort mail • Prepare correspondence • Create and maintain customized filing systems • Home office organization


TAX TIME

Organize records for tax preparation • Liaise with tax accountant and financial advisor
​

FAMILY COMMUNICATION

Facilitate intergenerational and sibling conversations • Keep designated representatives apprised of items that need attention • Referrals to other professionals & service providers

---

---