The Role of a Daily
Day to day chores is the challenge
that everyone faces today. We provide a wide range of
personal assistance to clients, usually families being
overwhelmed with financial responsibilities in this increasingly
complicated world. This is something we can all relate to.
The financial burdens will never go away; at best we can only
hope to stay on top of them. Whether you are a growing
family with young children, or caring for an elderly parent or
dear loved one, the burdens can be very overwhelming. Balancing
this out while holding down a full-time job can oftentimes be
difficult and seem next to impossible to do. Have you ever
heard of the term Daily Money Manager? Most people have
not but that will change soon.
Our specialty in working in this capacity.
We help people manage the increasing monotony of their family
finances. It can be as simple as just organizing all of
the mounds of paperwork that reside in draws and filing cabinets
in a house, or it can be much more encompassing to include all
aspects of their finances, including the filing of tax returns
and family planning issues. We are a resource for advise
and assistance, so that finances, which are neglected by many,
do not const you more than they need to.
We offer our clients
the option to completely outsource their finance
function to us. This means that we pay all of their bills,
maintain their bank accounts, track their spending via credit
and debit cards, and keep track of all investment activity
flowing through brokerage and retirement accounts.
The value offered with this function is that
it allows our clients to quickly see where they are spending
their money, while at the same time offering them an easy
mechanism to build a budget and set goals, such as saving for
retirement or vacations. In addition, with the ability to
track their investments, we offer a quick and simple way to get
an immediate synopsis of their tax situation in a real time
Some additional services include saving you
time and hassle, by negotiating on your behalf, and help prepare
you for any major purchases you may be contemplating. We can
help you see where money is going to, and put your net worth
together easily. This is all part of the tracking process
that we go through when we put our set our clients up
These services may include (but not limited
to) acting as an agent such as:
- Power of Attorney
- Representative Payee
- Property Management Guardian
- Medical Expense Billing and Dispute
Resolution with Insurance Companies
We take this responsibility very seriously.
When dealing with our elderly clients, we are clearly aware that
offering daily money management services is often the sole
determinant in whether they can remain safely at home
(independent). This can literally save their lives as well
as the sanity of family members.
Also, more often than not, we usually end
up saving our clients money. As part of the work we do, we
do a financial check-up on just about everything we can think
of. This usually uncovers some expenses that can be
reduced or eliminated all together. While many companies
charge a percentage based fee for any money saved, we do not
believe that this is appropriate and do not practice this.
Our business model is governed under the term Daily Money
Management and is broken down into two disciplines:
- Elderly and Incapacitated
- Adults and Expatriates