Daily Money Management
If you stress about paying your bills and getting through all the paperwork in your home or office, then this might be a great time to delegate these tasks to a Professional.
We will come to your home or can handle all of your bills and accounts remotely so that you can concentrate on the more important things in life. Having someone help you deal with these tasks will free up your time and take the stress away.
You can lead a better life with the confidence that your finances are being taken care of; freeing up more time for you to do what matters most.
Daily Money Management Services
- Mail and Paper Management
- Bill Payment
- Budgeting
- Record Keeping
- Personal Bookkeeping
- Organizing Medical Paperwork
- Completing Paperwork
And many other office services to help keep the financial side of your life on track.
The Process
1
Initial Assessment
We provide a FREE phone assessment to discuss your needs, your budget, the timeframe, and the plan to move forward.
Our services are charged on an hourly basis and can be scheduled on a regular schedule or as needed.
2
Full Service
We will come to your home on a regular schedule or we can set up remote services.
We will handle your personal information with complete confidentiality, and the highest level of security.
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