Our daily money management service provides financial assistance to older Americans who no longer can, or no longer wish, to handle certain aspects of managing their finances. The service can mean the difference between living independently and residing in a nursing home. The service can also offer relief to family members who are providing care to their older parents or relatives.
Daily money management services include:
- paying bills
- maintaining financial records
- preparing budgets
- balancing checkbooks
- negotiating with creditors
Our account manages will organize and retain scanned copies of bank and financial records, gather documents for our CPA’s to prepare periodic budget comparison reports and tax returns, help decipher medical bills and review bank and brokerage statements to order to detect potential financial abuse or fraud.