​​​​​​​​​​​​​​​​​​Personal Finances

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​​Our personal financial services are customized to me​et your needs and include the following:

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• Pay bills by preparing checks or online 

• Open and organize mail

• Set-up and maintain financial files for CPA/tax accountant, attorney, and/or financial advisor

• Reconcile bank and credit card accounts

• Monitor bank and credit card activity for accuracy and suspicious activity

• Prepare and deliver bank deposits

• Decipher medical insurance paperwork and verify proper processing of claims

• Handle vendor payment questions and disputes with the assistance of the client

• Budget set-up & management

• Process and submit bills to a special needs or disability trust

• Verify that Power of Attorneys of Finance and Healthcare, wills and/or Trusts have been established

• Assist in adding or modifying Payable or Transfer on Death designations and/or Beneficiaries on bank, investment, and IRA accounts

• Help with Medicaid - Title 19 by spending down, gathering documents, listing assets, investigating and responding to questions 

• Submit claims to long term care insurance and confirm the accuracy of the reimbursement

• Advocate on behalf of the client to connect with other service providers

• Refer clients to investment, legal, and CPA/tax accountant professionals

• ​Interact with professional advisors on the client's behalf