Our Services

Billpay and Daily Money Management

Life is often complicated for seniors as health issues, including physical and/or cognitive issues, take a toll. Family members often step in and help their loved ones manage their financial affairs. But managing personal financial tasks can be time-consuming and tedious. Simple jobs such as paying bills can become complicated with late fees, interest and unwelcome creditor calls.

With our billpay and daily money management services, we make it easier on the family members who are usually very busy with their own lives. We can take some of the burden off your shoulders. We also support busy executives.

Things Our Professionals Do

Reduce mail by directing bills to be sent to us.
Review bills for accuracy.
Pay the bills.
Review account statements for accuracy and potential fraud, exploitation or other problems.
Balance the checkbook.
Provide you with summaries of financial activity that are correct, clear and easy to understand. Provide feedback on budgeting.
Keep accurate records.
Meet with you or family members for periodic check-ins.
Work as a family office as an additional service, when requested. This includes tasks such as arranging travel, setting up an event, organizing college payments, etc.
Work seamlessly with other financial professionals such as accountants and financial advisors.
Save you time and give you peace of mind.

The Process:

Step One:

Have an initial consultation to identify your needs and the scope of our service. We will provide a fee quote.

Step Three:

Step Two:

Schedule an "onboarding" meeting. Provide us with copies of bills, statements, and any other directions. We will set up your daily money management account. We work with your existing banks, financial institutions and financial professionals.

Hire us by signing an engagement letter and other necessary documents, some of which are legal documents so that we are authorized to act on your behalf or on behalf of your loved one.

Step Four:

Sit back and relax! Get your time back. Recieve and review our concise and understandable monthly reports. Check in with us at regularly scheduled reviews.