When we think about September, we typically think about the end of summer. It is difficult to let go of all the special times with which we associate with summer.
For many, giving up control of everyday bills and finances can be unnerving. Hiring a Daily Money Manager makes sense. The “let things go” concept is helpful while you navigate and realize that a professional can ensure your bills will be paid. EveryDay Checks & Balances guides its clients who may not have the time or the skill set to manage day-to-day finances.
Seniors and retirees often forget to pay bills and find the process overwhelming. EDCNB assists spouses who become independent because of the death of a family member or through a divorce. Recently Anne Seline from EveryDay Checks & Balances received a message from a family member of a disabled loved one. Their phone call described a circumstance where a family needed immediate help with bill paying. The family was concerned about the lapse in payments causing a delay in essential services for family members.
EveryDay Checks & Balances offers services to their clients above and beyond other DMM’s. These services allow clients and their families to take a breath and have the comfort of knowing they are in good hands. As one client noted, “Our family lives miles away from our loved one and it is stressful knowing that we aren’t local to take care of them. Anne gave her personal touch and was available to help at a moment’s notice. We are so grateful for her expertise and interest.”
Look at the services that EDCNB offers that differentiates it from the rest:
✔ Pay bills – personal and commercial
✔ Reconcile accounts
✔ Manage deposits
✔ Provide income and expense tracking
✔ Provide accurate financial records and quarterly reports
✔ Manage and monitor insurance claims: health, LTC, Medicare
✔ Provide on-line storage for clients in – EDCNB Secure™
✔ Negotiate with creditors
✔ Organize tax information
✔ Work with professionals: financial, accountants, lawyers, insurance agents, geriatric care managers
✔ Execute and manage clients ‘special projects
As DMM’s, EveryDay Checks & Balances is aware of the obstacles and pain associated with clients who have Alzheimer’s and dementia. These families worry about how the diseases can impact loved ones lives. They are reassured by Anne and trust her expertise as a DMM. She always remarks on the importance of monitoring suspicious activity and confirming that client accounts are secure. EveryDay Checks & Balances has 24-hour access to its client’s accounts, enabling it to keep a watchful eye.
Autumn may show us how to let go and EveryDay Checks & Balances guides their clients to let go as they seamlessly assist with the services needed to let go!
Gives You Peace of Mind and the Gift of Time
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