Money Management Services

Bill-paying, monitoring health insurance payments, and financial record-keeping can be time-consuming, tedious, and confusing. We meet with you in your home, listen to your concerns and respond immediately to ease your worries by keeping your paperwork and financial records organized and up to date, so that you can turn your time and attention to more enjoyable pursuits.

Our services include

  • Free initial consultation to discuss your needs.
  • Reconciliation of bank accounts and preparation of checks needed for payment of household bills.
  • Preparation of computer reports to track spending.
  • Review of medical bills and Medicare and private insurance claims for accuracy and proper processing.
  • Organization of financial records for use in tax return preparation.
  • Assistance in communicating with family members, accountants, or lawyers.

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Fidelicare, Inc. PO Box 219, Swannanoa, NC 28778 Tel: 828/299-8707 info@fidelicare.net