Daily Money Management
Getting tired of sorting through mail, paying bills, and balancing your checkbook? Unsure what assets or benefits are available to pay for care? Our Daily Money Manager can help:
- Summarize account statuses and overall financial picture
- Determine available assets and benefit eligibility
- Monitor incoming bills for irregularity
- Issue timely payments
- Balance checkbooks
- Organize and maintain financial records
- Create budgets
- Collect documents for tax preparation
- Negotiate with creditors
- Submit insurance claims
- Set up online banking
- Review financial statements
- Apply for benefits
Our Daily Money Manager is a member of the American Association of Daily Money Managers and is held to their Standards of Practice and Code of Ethics. We do not give investment advice or manage investments. We simply help monitor and manage your monthly bills and cash flows. We can help families understand the larger financial picture as they are making care decisions. Our goal is to reduce your workload so you can enjoy life and stress less about your finances.