DAILY MONEY MANAGEMENT FOR THOSE ENDURING LIFE CHANGES

Our primary objective for daily money management concierge services is to help individuals or families with customized services as they are enduring life changes, extensive travel or have physical / time constraints establish and manage procedures to effectively handle daily personal financial management needs. We assist with a myriad of tasks associated with managing your personal financial life. Our services can be customized to meet the needs of any situation.

Our Daily Money Management for those Enduring Life Changes include:

• Paying bills
• Budgeting
• Monthly Financial Statements
• Cash Flow Management
• Tax filing and compliance
• Sorting and filing incoming mail
• Balancing checkbooks and maintaining organization of bank records
• Tracking credit card statements
• Managing charitable solicitation requests and tracking charitable giving/foundation management
• Filing long term care insurance claims
• Assessing and resolving billing inquiries
• Verifying proper processing of medical claims
• Preparing and delivering bank deposits
• Insurance coordination and oversight
• Travel arrangements
• Relocation assistance