Paying bills
is a chore.
So is disputing a claim with your health insurance. How about filing and maintaining your paperwork? Tracking expenses? Maybe you have better things to do. Maybe you're having difficulty managing these chores. Either way, you are not alone and I can help free you from your financial chores.
Mail | process it
Banking | manage it
Mail | process it
Process mail
Reduce junk mail
Change of address
Prepare correspondence
Bills | pay them
Banking | manage it
Mail | process it
Review, prepare and/or pay bills
Monitor accounts
Set up & monitor autopays
Negotiate with creditors
Assist in budgeting
Banking | manage it
Banking | manage it
Bookkeeping | keep track
Monitor bank and credit card accounts
Reconcile statements
Make bank deposits
Bookkeeping | keep track
Medical Claims | oversee them
Bookkeeping | keep track
Keep track of spending by category for budgeting or tax purposes
Quicken & Quickbooks management
Record Keeping | sort it out
Medical Claims | oversee them
Medical Claims | oversee them
Organize financial and tax documents
Organize health records and expenses
Medical Claims | oversee them
Medical Claims | oversee them
Medical Claims | oversee them
Review medical bills and insurance claims
Process payments and obtain refunds
File insurance claims and appeals
On Your Behalf | get it done
Estate Paperwork | before/after
Estate Paperwork | before/after
Interface with financial, legal, service, accounting and other professionals
Estate Paperwork | before/after
Estate Paperwork | before/after
Estate Paperwork | before/after
Prepare and manage estate or probate financial paperwork and tasks
Budgeting | stay focused
Estate Paperwork | before/after
Financial Coaching| reach goals
Create budgets and manage your spending
Financial Coaching| reach goals
Financial Coaching| reach goals
Financial Coaching| reach goals
Identify and reach your financial goals (No investment advice provided)
Quicken | master it
Financial Coaching| reach goals
Financial Literacy | learn it
Set-up and learn how to utilize Quicken to manage cash flow, categorize transactions and pay bills.
Financial Literacy | learn it
Financial Coaching| reach goals
Financial Literacy | learn it
Learn how to manage your daily finances yourself
Certifications & Certificates
Associations
