Services provided cover a broad range of tasks. The actual work will depend on your specific needs.
The scope of work may include the following:
- Bill-paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign
- Balancing checkbooks and maintaining organization of bank records
- Preparing and delivering bank deposits
- Managing on line profiles for health care and prescription refills and other accounts
- Organizing tax documents
- Negotiating with creditors
- Deciphering medical insurance papers and verifying proper processing of claims
- General organization of paperwork and electronic files so they are easily accessible when needed
- Providing referrals to legal, tax, and investment professionals
- Providing referrals to home healthcare providers
- Notary services
Daily Money Managers are the team leader for you, bringing together the right professional services.