Daily Money Management Services

A minimalist graphic of a flower with leaves in dark green color.
A minimalist graphic of a flower with leaves in dark green color.

  • We personally see to it that your bills are paid accurately and on time

  • Your bank accounts are regularly reconciled and credit cards are reviewed for unauthorized charges

  • Potential fraud and identity theft risks are actively monitored

  • Cash flow is managed to ensure funds are available to cover monthly payments, property taxes, and other financial obligations

Your Finances, In Good Hands

A stylized flower with yellow petals and a circular center on a white background.
A stylized flower with yellow petals and a circular center on a white background.

Your Medical Bills, Handled

  • We carefully review and match your medical bills and Explanation of Benefits (EOB) for accuracy

  • We handle and resolve claims issues with Medicare, supplemental insurance, and healthcare providers

  • Outstanding claims are tracked so bills and payments are not delayed or missed

  • We organize insurance correspondence, medical bills, and healthcare records in one place so you and your family can easily access information

Orange flower-shaped graphic with twelve petal-like shapes on a white background.
Orange flower-shaped graphic with twelve petal-like shapes on a white background.

Everyday Life, Simplified

  • We are dedicated to organizing your important personal and financial records in a way that works best for you, either paper files or digitally

  • All client passwords are maintained in a single, encrypted and secure location and every password is unique

  • Utilities, subscriptions, or auto-pay issues and vendor disputes are handled on your behalf

  • Unwanted mail is reduced and under control

  • Insurance policies and renewals are tracked so nothing lapses

Less worry. More living. Right beside you.

Less worry. More living. Right beside you.