Are you losing sleep thinking about how you can best help a family member who can no longer take care of their finances? It is perfectly normal to feel the stress inherent in worrying about a loved one. At EveryDay Checks & Balances, we provide clients with the necessary steps to start the process of guiding a family member in need.
Start the New Year with a list of questions you can ask a Daily Money Manager:
✔ Can you help my elderly parent(s) with monthly bill paying?
✔ Can you help my disabled family member their doctor bills?
✔ Can you help with my terminally ill spouse, both before and after he passes?
✔ Can you help with reminders for all financial responsibilities?
✔ Can you help with the organization of my finances because I feel lost and confused?
✔ Can you negotiate with creditors?
✔ Can you help if I am in a nursing home or hospital?
As Daily Money Managers, we provide reassurance that we can answer your questions, provide solutions, and give you a new outlook, so you and your family members can sleep better at night. We take the guess work out of handling your finances and provide certainty and serenity to everyone who engages our services.
Many clients have busy lives and travel for business, making it difficult for them to focus on their finances. Daily Money Managers can be extremely effective in this area by providing professional service and peace of mind to their clients.
At EveryDay Checks & Balances, we give relief to caregivers and to those actively working, creating resolutions for their personal and business issues, protecting against scams, and providing worry-free bill payments and tax preparation. Listening is key to guiding our clients to a tailor-made plan that best suits their specific needs.
We encourage family members to contact us and may the New Year bring, New Resolutions, New Course of Action, and a New Outlook.
EveryDay Checks & Balances
Gives You Peace of Mind and the Gift of Time.
#GiftOfTime #PeaceOfMind #DailyMoneyManager