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Daily Money Management Services

If you or a family member are struggling with finding the time or are just overwhelmed by all of the paperwork that goes into managing your life, we can help. Through financial document management of cash and investments we can give you time. Time to take care of yourself, your family and all of the other parts of your life that ONLY YOU can do. Our services include:

Bill paying – review, negotiate & distribution of funds (check writing – no signing authority)
Deposits – document and deliver to the banks
Bank account reconciliation and reporting
Set up and/or management of data entry to allow for reporting and tracking (you, your attorney, accountant and financial planners will appreciate this!)
Mail review and filing
Manage cash flow to maximize interest and minimize late fees

Document research, organization & archiving
Verification and/or changes to beneficiary information and Power of Attorney notifications
Resolve bank accounts and financial instruments including consolidation or closing
Create and/ or verify critical financial documents list
Trouble shooting for billing issues
and more!