Seniors, Special Needs, Chronically Ill, and Their Caregivers

The ability to manage a task as simple as paying the monthly bills can prove to be a monumental task when seniors, special needs, or chronically ill individuals become unable to focus on their day-to-day money matters. The consequences of not opening the mail or forgetting to pay the utility bills can have a devastating effect on the household.

Caregivers, such as adult children, who wish to help their aging parents, eventually become weary and exhausted. Burned out to the point of having to realistically acknowledge that they do not have the time nor the energy necessary to fulfill this commitment, they find themselves consumed with regret and guilt.

As a personal Daily Money Manager, I enhance the lives of those whom I serve, by providing an important resource for those times when clients find it overwhelming to manage their everyday finances. These tasks are much better left to a professional, unbiased third-party, who will oversee accounts, pay bills, prepare financial records, and act as a liaison between clients and their families, community service organizations, fiduciaries and other professionals.