Services
Preparing Correspondence – Personal Financial Care’s daily money management services complement the work of legal, tax and investment professionals to support clients’ long-term financial goals.
- Daily Money Management
- Cash management and banking, balance accounts
- Bill Paying: Analyze and pay recurring bills and right-size where necessary, review credit card statements
- Preparing checks for client signature
- Reconciling checking and other bank accounts
- Vendor Research and management: Analyze current vendor contracts and negotiate better terms when necessary, address and resolve questions and disputes as they arise
- Organizing tax documents and preparing data for submission to accountants
- Senior Services
- Verify proper processing of medical insurance claims
- Medical and Insurance Issues – Track Medicare and supplementary plans, submit bills, solve problems
- Manage pooled trust accounts and monthly bill submission
- Geriatric Care Management and Social Support Services – Medicaid
- Manage and coordinate with Home Health Agencies and aids
- Advocate – Serve as an advocate and support with doctors, attorneys, banks, insurance companies and community services
- Assist financial guardians or serve as Power of Attorney
- Estate Matters
- Organization Services
- Life Kit – prepare and manage a data file of all your vital information and keep up to date.
- Review and sort mail
- Organize financial documents
- Fine Art liquidation assistance
- Support Divorce Process
- Prepare Net Worth statements
- Create budgets
- Documents and data gatherings
- Relocation support