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.