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 focus on more enjoyable pursuits.

Services include:

• Free initial consultation
• Bill paying and account reconciliation
• Computer reports to track spending
• Review of medical bills and insurance claims
• Readiness for tax return preparation
• Assistance in communicating with family members, accountants, or lawyers