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BASIC SERVICES

~ Open, review and shred mail
~ Pay monthly bills and
~ prepare bank deposits
~ Balance bank accounts
~ Monitor credit card activity
~ Reconcile medical bills
~ Process insurance claims
~ Organize and file documents
~ Refer clients to community
~ resources or other senior providers
~ Assist with everyday electronic
~ communication support
~ (phones, cable, TV, PC)
PREMIUM SERVICES

~ Maintain reports and organize
~ documentation for tax preparation
~ Reconcile investment activity
~ Prepare & File taxes for business,
~ personal, sales and payroll
~ Prepare binder of all legal
~ documentation
~ Ensure property taxes, auto,
~ home and health insurance
~ premiums are paid
~ Prepare emergency quick
~ reference card
~ Provide status reports
~ Liaison between clients and
~ attorneys, CPAs, or other professionals
~ Miscellaneous services mutually
~ agreed upon in advance
           SENIORS AND THEIR FAMILIES           
Are you in need of a daily money manager?

 Are you a stressed small business owner inundated with paperwork,
making it impossible to focus on priorities?

Are you a retiree, do you travel and or have a busy social calendar, realizing
that it can be a challenge just to keep up with mail, bills, due dates?

Are you a busy professional, working long hours or traveling, who would rather be relaxing or spending quality time with your family?

Are you facing a transition in life due to death, divorce, retirement,
and would appreciate some assistance with organizing  your affairs?

Are you the caregiver of a parent, are you responsible for all of their
personal paperwork, and do you miss spending quality time with them?

Are you suffering from arthritis or a debilitating physical condition that
makes handling financial tasks difficult?
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