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
1
Call
Call Marianne 904-392-7602 to discuss your needs.
2
Free Consult
We'll meet with you in your home to assess your needs.
3
Create A Plan
Together we'll come up with a plan to help.
4
Implement It
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.
More Information
A Daily Money Manager Assists With The Following:
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Paying Bills
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Preparing Budgets
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Preparing Checks for Signatures
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Balancing Check Books
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Reconciling Financial Accounts
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Organizing or Reviewing Incoming Correspondence
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Making Bank Deposits
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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
