Services


HERE IS HOW WE CAN HELP...

 

  •   We listen to your concerns to find out what help you need.
  •   Sort the mail and together decide what's important and what can be thrown away.
  •   Plan our work schedule to make sure order is maintained with your personal paperwork.
  •   Set up a filing system for incoming mail (Bank statements, bills, investment records, etc.)
  •   Write checks for your signature to pay bills, record these and deposits in check register.
  •   Balance checkbook with bank statement.
  •   Monitor your cash flow (to ensure availability of funds to cover expenses, and to be alert to the possibility of fraud or exploitation).
  •   Monitor medical bills to ensure Medicare and Secondary insurance have paid so you don't pay medical bills your insurance should pay.
  •   Organize records on assets and income and expenditures for tax preparation, financial reports.
  •   Make referrals for support services as needed (care managers, home health care, etc.).
  •   Create budgets and assist with spending projections.
  •   Online banking.