Services
As a Daily Money Manager/Financial Organizer, clients engage me to handle a broad range of tasks and the actual work depends on the needs of the client. I help them meet their monthly financial obligations as well as handle extraordinary financial events such as the following:
- Review and payment of bills (checks and electronic payment)
- Maintain files for bills paid, bank and investment statements and other accounts Process bank deposits
- Co-ordinate and organize data and documents for tax preparation purposes
- Bank Statement Reconciliation
- Brokerage Statement Reconciliation
- Insurance claim processing and problem resolution
- Review of medical bills
- Household Accounting set-up (using Quicken)
- Organize documents for estate planning - create your own "Love Drawer" A place where your heirs will find important information such as your will, health care proxy and power of attorney
- Important document management - banking and investment records, insurance policies, medical information, personal and vital records, real estate documents