Worried that bills are not being paid?
These are signs there may be a problem
- Electricity has been shut off, or there are shut off notices around the house.
- The phone is being disconnected.
- Insurance coverage is at risk from unpaid premiums
Concerned about potential abuse?
- Perhaps bills are being paid twice
- New and unwanted services or charges are showing up on invoices
- Suddenly there are new expenses
If you are worried about someone’s ability to keep their finances in order, give us a call at [Your Phone Number]. We are licensed and insured.
Personal financial assistance
Needing help with daily money management is one of the first forms of assistance that older adults require. Especially with online billing and multiple cards and several accounts, personal finances can be very confusing. Our clients include
- Widows whose husbands used to manage the finances
- Older adults who are not comfortable with online banking and electronic bill-paying.
- People experiencing some memory problems who don’t wish to ask their children for help
- Adult children who would rather spend personal time with a parent than managing bills and balancing the checkbook.
- Attorneys, accountants or financial advisors who are concerned that a client may not be able to get them accurate information or thorough records.
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Put your worries to rest
Clients hire us to take the worry out of daily money management. We
- Balance the check book
- Make sure expected bills are paid in a timely manner
- Assemble the numbers and paperwork needed for tax preparation
- Reconcile and explain insurance billing statements
- Negotiate with creditors as needed
- Watch for signs of fraud, double-billing or other problems on an account
As daily money managers, we are NOT financial advisors, accountants, attorneys or insurance agents. We do, however work with these professionals so they have the most accurate information and can perform their services to maximum effect.
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