Help Those You Love Stay on Top of Everyday Finances
Daily Money Management for Caregivers
Are you a caregiver who is concerned that a parent, friend, or loved one is falling behind in bill paying and general organizational skills? Are you juggling care, maintenance, AND paperwork for 2 households? As we age, it’s all too common to see physical disabilities or a lack of focus getting in the way of keeping up with bills, taxes, or other paperwork.
A Piece of the Home Care Puzzle
Daily Money Management
Bill Paying & Sorting Mail
Classify all transactions, facilitate auto-pay, make out checks for signature, fill out any forms, prepare & send bill payments on time. Dispute incorrect bills.
Reconcile statements, prepare & deliver deposits.
Manage cash needs. Assist with online banking.
Assist with account consolidation and transferal of automated deposits.
Organization & Filing
Set up systems for managing paperwork. Organize stacks of papers. Dispose of unneeded items securely. Educate on what to keep and what to save.
Budgeting & Debt Strategies
Understand spending habits. Get a better picture. Make a plan to eliminate debt, yes, ELIMINATE!
Fraud & Scam Prevention
Reduction of junk mail. Education about phone, email & internet scams. Check credit reports. Monitor bank and credit card accounts.
Organization of documents and receipts prior to tax preparation. Organized filing of tax paperwork. Payment of tax bills with proper forms.
Assist with annual plan enrollment. Filing & monitoring medical claims. Advocate when errors occur. Assist with entitlement programs, such as Social Security, Medicare, and Medicaid.
Coordination with CPA, lawyer, financial advisor, and others. Provide referral choices for any services you may need.