"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.

More Information

A Daily Money Manager Assists With The Following:

  • Paying Bills

 

  • Preparing Budgets

 

  • 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

 

Marianne K. Maguire has passed criminal background screenings (Level 1 & 2)

 Through the CSA certification, AADMM Membership, as

a volunteer of Community Hospice & Palliative Care,

and through the Office of Public & Professional Guardians (OPPG),

housed within the Department of Elder Affairs.

Licensed     Bonded     Insured

Marianne K. Maguire, CSA
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Certified Senior Advisors (CSAs)® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business. Be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit: www.csa.us