How we can help:

·         Invoice review and bill paying;

·         Expense and income tracking;

·         Bank and credit card reconciliation;

·         Budget creation and management;

·         Mail and records management;

·         Coordinate service providers and contractors;

·         Manage household payroll;

·         Negotiate with creditors, medical providers and financial               institutions;

·         Track health care expenses to determine insurance                 coverage;

·         Insurance claims management and appeals;

·         Catalog assets and personal effects;

·         Liaison between client’s financial, legal, tax and                 healthcare advisors;

·         Reduce risk of self-neglect, fraud and identify theft;

·         Referrals to community professionals, attorneys,                 accountants, financial advisors, care managers, and                 others.