This is some of what we do:

Banking/Bill paying

• Weekly review of mail/email – open, sort, and analyze

• Validate and pay bills timely

  • Prepare checks for signing and mailing or Pay bills online as applicable

  • Prepare and make bank deposits as needed

  • Contact payees if bills are in error, negotiate fees as applicable

• Reconcile bank statements

• Track monthly expenses

• Budget creation and Budget to Actual reporting

• Monitor and reconcile monthly credit card statements

• Organize documents for tax preparation and track deductions

• Monitor bank accounts to prevent overdrafts if needed

• Maintain documentation/instructions for how to pay bills

• Maintain or create a filing system

• Interface with family members and other professionals as needed

Medical Expense validation and payment

• Review Insurance Explanation of Benefits (EOB) before payment of medical bills.

• Track out-of-pocket medical expenses for tax purposes. 

Transition assistance (Death of partner, Divorce, Young Adults)

• High-level financial overview

• Financial Coaching and assistance with setting up and maintaining a budget

• Assist with contacting Social Security if applicable

• Assist with closing/re-establishing accounts, sending death certificates, etc.

• Banking and bill paying.

• Work with existing providers or make referrals to accountants, attorneys, financial advisors, etc.

Assistance when moving/downsizing

• Cancel/transfer bills.

• Change of Address with Post office and vendors (Insurance companies, banks, credit cards, subscriptions, etc.)

• Other financial duties as necessary