​​​​​​​​​​​​​​​​​​Personal Finances

​​

​​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/or any 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

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

• 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

We'll Come to You!