Personal + Finance Assistant
Our Goal.
Preserve aging adults independence through professional personal and financial services that create greater peace of mind.
30 years of bookkeeping and personal affairs management
Services Offered:
Confidential bookkeeping
Bill management and paying
Reconciling of accounts
Mail opening and sorting
Organizing of papers
Act as Liaison between client and third-party services
Budgeting, maintaining, and planning finances
Basic computer set up and training
Security and fraud prevention
Health appointment scheduling and follow-up
Attendance to medical appointments
Maximizing of senior discounts and benefits
Tax paper preparation for accountants
Insurance reviews including home, car, health
Personal representative designation
Check-in visits
Coordination of care services