"Dad always took care of the finances, what's Mom going to do now that he's gone?"
"How can I help when I live so far away?"
"How could the electric be shut off? Dad should have enough money to cover the bills?"
Marianne can Help
A Daily Money Manager assists with personal money matters such as managing regular monthly bills, reconciling bank statements monitoring purchases, creating & maintaining budgets, and record keeping,
making life easier for you and your family.
Hiring a Daily Money Manager is like having a personal bookkeeper; keeping you organized and on top of your
day-to-day financial affairs.
A Daily Money Manager Assists With The Following:
Preparing Checks for Signatures
Balancing Check Books
Reconciling Financial Accounts
Organizing or Reviewing Incoming Correspondence
Making Bank Deposits
Tracking/Monitoring Payments to Creditors, Insurance Companies or Medical Providers
Signs you or an Aging Parent Needs the Assistance of a Daily Money Manager:
- Unpaid Bills
- Unawareness of Recent Purchases
- Unopened Mail
- Calls from Collection Agents
- Large Purchases
- Difficulty with Daily Expenses
- Avoiding Family Outings
- Secrecy Surrounding Money Issues
Maintain Your Independence, Call Marianne: 904-392-7602