Your Personal Money Matters                           

• Sort mail, identifying and tracking high priority items

• Pay bills – prepare checks for your signature

• Balance checking account 

• Assist with developing a budget

• Prepare and make bank deposits

• Negotiate with creditors to consolidate debt/lower payments

• Organize financial records and set up a filing system that works for you

• Review credit card statements and utility bills for accuracy

• Provide referrals to relevant professionals – Lawyers, Accountants/Financial Planners, Geriatric Care Counselors 

• Schedule professional and household maintenance appointments

• Organize documentation for tax preparers 

• Assist with filling out forms

• Complete special projects that are needed 

Our Services

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