Families celebrate Thanksgiving by breaking bread, eating a delicious meal and sharing stories. For those who have family members with issues, the holidays can be a trying time. Money mismanagement can be very frustrating, and one question that is frequently asked is, “How can we protect our family member from financial difficulties?”. To achieve success, a Daily Money Manager must consider several factors before establishing a plan that will work.
As Thanksgiving approaches, EveryDay Checks & Balances appreciates their clients’ continued confidence in navigating successful and seamless strategies. As Daily Money Managers, they educate their clients and guide them through the best scenarios possible. Each client has specific needs and has unique circumstances.
Seniors are more likely to be exploited by fraudulent schemes and scams. For this reason, it is imperative that family members take the initiative and seek help. EveryDay Checks & Balances takes specific steps to ensure that loved ones are safeguarded and protected from deceptive scams. Memory loss affects over 30% of the elderly and the key to essential planning is to have conversations before the situation gets out of hand. Encouraging those conversations is vital to creating the plans necessary to a secure financial future for your family members.
Some clients have difficulties with everyday bills and payments. It is crucial to trust and have faith that your Daily Money Manager has an effective plan in place. At EveryDay Checks & Balances, their client’s finances are available 24/7, and as one client stated: “We are very thankful to Everyday Checks & Balances, for holding our hands, while they created a plan that best worked for us!”
EveryDay Checks & Balances clients consist of:
- The Busy Professional
- Those with Special Needs
- Widows and Widowers
- Clients who need help with everyday finances
At EveryDay Checks & Balances they ensure their clients’ finances are managed in a timely manner.
- Steps to their success:
- Paying bills – personal and professional
- Checking your accounts for accuracy, overcharges, errors, and fraud
- Reconciling accounts
- Providing accurate financial records and reports
- Preparing reports for your Tax Professional, Insurance Agent, Financial Planner and Attorney
- Managing and monitoring your long-term care claims and assuring timely payments
- Protecting and securing a safe system for your information
- Advocating for their clients
- Helping two adults who live together with separate finances
What sets EveryDay Checks & Balances from the rest? They advocate for their clients, employ effective strategies, and listen to their clients and their families.
Happy Thanksgiving From EveryDay Checks & Balances
We Provide You Peace of Mind and The Gift of Time
#GiftOfTime #PeaceOfMind #DailyMoneyManager