We Manage Day-to-Day Financial Affairs
Adult children often see things “falling through the cracks.” Warning signs are unpaid bills, bills paid twice, tax, home or water liens, or more money than budgeted being taken out of investments. Seniors often need a “personal CFO.“ They need someone who has their finger on the pulse of the total situation, is proactive and ready with solutions when the need arises. The Seniors’ Answer® is your answer.
Financial Management
As members of the American Association of Daily Money Managers (AADMM), we get important work done on time. We gain or regain control of one’s financial paperwork. This involves assisting with the day-to-day tasks that involve money from paying bills, balancing bank statements to helping with filing an insurance claim. As personal financial organizers, we also organize financial records and documents for one’s accountant, attorneys, insurance agents, stockbrokers and other financial advisors.
