Our Typical scope of Services include:

  • Reviewing mail - deciphering junk mail from valid mail
  • Reconciling bank statements
  • Preparing checks or setting up payments
  • Tracking and categorizing transaction activity
  • Budgeting and cash flow planning
  • Financial organization and filing
  • Providing information for professional advisers and tax prepares
  • Submitting and tracking medical insurance claims

  

What is Daily Money Management?

Daily Money Management encompasses a wide range of daily personal financial activities to help individuals and families. 

Older adults, as well as busy professionals, are likely to engage the services of a Daily Money Manager. This service can help older adults maintain independence while providing their adult children with peace of mind, knowing their parents’ needs are being met.

For other individuals and families that have busy lives, their schedule leaves little time for leisure pursuits. Daily Monday Management services can give them more time by taking care of a variety of personal business and paperwork tasks.

Other daily money management services include:

  • Review of monthly investment statements and insurance policies
  • Assisting executors/administrators of estates
  • Creating a list of assets and household inventory
  • Other office tasks as needed