Honestly, there are more than 3 reasons to love your DMM and especially, if it’s EveryDay Checks & Balances. Anne Seline and her team have a unique way of navigating the process guiding their clients through some very difficult times.
Below are several reasons why EDCNB is the DMM of choice:
- Individuals and families will experience a tailor-made plan that will help them manage their bills, their day-to-day financial paperwork, files, insurance claims and much more.
- Personalized service, transparency, loyalty, security and privacy are at the cornerstone of their many years as a DMM.
- EveryDay Checks & Balances has expertise assisting their client’s special projects and offering concierge services for their specific needs.
- They act as a liaison to other professionals for their clients who provide services for accountants, attorneys, and advisors.
To get to the heart of the struggles that the elderly face, or for those who are divorced, widowed, have disabilities, or busy professionals, EDCNB creates an organized and comprehensive plan to relieve their everyday stress.
EDCNB is aware that managing everyday life can be overwhelming. Are these questions of concern?
- Are the bills piling up?
- Has the mail been opened and tended to?
- Are you sure the mortgage was paid?
- Are the utility bills going to be turned off?
These are just some of the questions Anne Seline hears frequently.
One client’s conversation reaffirmed that Anne was the perfect solution and the ideal DMM:
“After my father’s death, I had a very difficult year trying to assist my mother in managing the bills, the overwhelming mail, and all of the banking accounts. I searched for a DMM and the recommendations led me to Anne and EDCNB. They had our best interest at heart, and they were respectful to mother as they eased her into allowing them to help her. What a blessing, what a relief!”
- Pay bills – personal and commercial
- Reconcile accounts
- Manage deposits
- Provide income and expense tracking
- Provide accurate financial records and quarterly reports
- Manage and monitor health insurance and long-term care payments and claims
- Provide on-line file storage – EDCNB Secure™
- Negotiate with creditors
- Organize tax information
- Work in tandem with client’s professional advisors
Imagine a day that when you wake up you have the confidence in knowing your loved one(s) is
taken care of and that EveryDay Checks & Balances has your back!
Gives You Peace of Mind and the Gift of Time