Why EveryDay Checks & Balances (EDCNB)?…
EDCNB, because EDCNB manages personal finances for individuals and families. We give our clients TIME by managing their bill paying, financial records, and much more! As Daily Money Managers, we do not replace your Tax Preparer, Investment Advisor, CPA, Estate Attorney, Geriatric Care Manager, Retirement Advisor, etc – but our services are a HUGE asset to each of these solution providers.
The cornerstones of our business are: Oversight, Accountability, Transparency, and Security. All our work is performed remotely in a secure environment – anytime and anywhere. Additionally, our clients enjoy 24/7 remote access to and viewing of all their documents in a secure document management system. We have a small team of professionals that makes this happen.
The November issue of Kipliner Personal Finance Magazine in an article, “Money Help for Aging Parents”, includes an interview with AADMM President Leah Nichaman, and refers readers to consider hiring a daily money manager.
Services we provide?
- Pay bills – personal, commercial, season, other
- Reconcile accounts
- Manage/Make Deposits
- Provide income/expense tracking
- Provide accurate financial records and quarterly reports
- Manage/monitor insurance claims (Health, LTC, Medicare, etc.)
- On-line file storage – EDCNB Secure™
- Negotiating with creditors
- Organize tax information
- Work with other advisors/professionals (Financial, accountants, lawyers, insurance agents, geriatric care managers)
- Special projects on request
Time is Money…
No one knows that better than the Actively Retired. We understand your concerns, we feel your pain. It is not that you can’t handle your personal finances, but why should you have to? Click to learn more about how EDCNB can help you regain your freedom…
Gain a lifeline…
For those families facing an illness, it impacts the entire family. Learn more about how EDCNB can help your family through these very trying times.
Parent to your parents?
The added responsibility of being the decision maker for your parents – on top of all your regular, daily responsibilities, can become a greater burden than you ever anticipated. Learn how EDCNB can help relieve the burden on managing your parent’s financials.
Personal Finances managed professionally…
When career responsibilities captures much of your time, having the support of EDCNB to handle your personal finances insures not only that the payments are maintained in a professional manner – but that you have time for family and living when you get off work. Learn more on how EDCNB can give you some personal time back.