There are times when an individual may find managing their finances difficult. A Daily Money Manager can assist with paying regular monthly bills, reconciling bank statements and monitoring purchases. Allowing you to maintain your independence at home.
Let's Get Started
Call Marianne 904-392-7602 to discuss your needs.
We'll meet with you in your home to assess your needs.
Create A Plan
Together we'll come up with a plan to help.
We'll visit you on a monthly basis as determined by your plan.
Hiring a Daily Money Manager is a great option when seeking the least restirctive alternative to a public or private guardianship.
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