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Basic Money Management

When managing the household bills and paperwork becomes too confusing or unmanageable, we can assist with money managing tasks. Experience cost-savings by preventing overpayment for covered medical expenses, avoiding costly duplication, ensuring seniors aren't donating repetitively to a charity or falling victim to solicitations and scams. Our Certified Geriatric Care Managers can assist with:

    Bill paying - preparation of checks for client signature, reconciling checking accounts and   

                        investment statements, preparing and making bank deposits  

    Organizing tax documents

    Negotiating with creditors

    Renewing medical insurance paperwork and verifying proper processing of claims

    General organization/filing assistance

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