Daily Money Management
It’s Time to Get Your Life Back!
If you’re like most people, after a busy week or long day, the last thing you want to deal with is paying bills, reconciling the checkbook, and maintaining an organized filing system. We hire so many other “done for you” services, why would anyone think they have to manage their money themselves?
As a result of putting off these tasks, bills pile up and become overdue. What was once a few pieces of paper inevitably becomes an avalanche just waiting to happen.
You may even wonder, “How is it possible that after working so hard, there’s so little left at the end of the day?”
As if that weren’t enough, tax time is around the corner and you find yourself scrambling to locate receipts from charitable donations, medical bills, rental property expenses, and office equipment you purchased during the year.
If you can relate to any or all of this, schedule a complimentary consultation with me to discuss your Daily Money Management options. I will make sure your bills are paid on time, every time, and your financial paperwork is up to date. You will gain control of your finances, and you will GET YOUR LIFE BACK!
Every Client is Unique
Customized Plans to Fit Your Needs.
Here are Some of the Services I Provide:
- Review/Manage Mail
- Categorize/Pay Bills (manually or electronically)
- Prepare Checks for Signature
- Prepare and Make Bank Deposits
- Reconcile Bank Statements
- Maintain a Relevant Filing System
- Process Medical/Insurance Claims
- Organize Documents for Tax Preparer
- Monitor Credit/Debit Card Statements
- Track Expenses/Inventory Assets
- Create Budgets/Eliminate Debt
- Negotiate with Creditors
- Support for Life-Changing Transitions
- Start-up and Small Business Consulting
- Concierge/Administrator Services
- Serving Active Military and Veterans
- Power of Attorney Services
- Liaison Between Family, Medical, Fiduciaries and Other Professionals
Schedule Your Complimentary Consultation
What People Are Saying…
“Neither my wife nor I were raised in families where money was discussed. We never saw our parents pay the monthly bills, or enter into any financial transactions. We didn’t know the value of a dollar until our first child was born.
“I was referred to Gina by my financial planner. I expressed concern because my wife, who was a former banker, and managed all our household finances, had become seriously ill. The time had come for me to step up to the plate and I felt ill-prepared.