​​​​​​​​​​​​​​​​​​Personal Finances

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

  • 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 Pay 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

Established 12/31/12
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with CASH In Balance, LLC

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