BJH Life Matters, LLC | Daily Money Management
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CONFIDENTIAL SERVICES INCLUDE....

  • Bill Paying - includes calling payees for questions on bills and preparing checks for client signature
  • Collecting, organizing and maintaining tax documents
  • Reconciling checking and other bank statements
  • Negotiating with creditors
  • Maintaining financial records
  • Sorting and reviewing mail
  • Reviewing investment statements
  • ​Aiding in the settlement of Estates
  • Deciphering medical bills and insurance claims

BENEFITS ....

  • Minimizing the worry that paperwork is current
  • Maintaining your independence
  • Being an advocate for you in your community
  • Relieving the burden on family members and caregivers

PERSONALIZED SERVICE ....

  • Tailored to your special needs
  • In your home
  • Giving you peace of mind
Working as part of your team - Daily Money Management complements the services provided by tax, investment and legal professionals along with family members in supporting your long-term goals.
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