At a time when we would be enjoying the beginning of March, the hope of Spring, we are all concerned with Covid-19.
Essential question clients and prospective clients are asking EveryDay Checks & Balances:
How does the recommendation from the CDC regarding the elderly, to stay at home, affect their daily money management?
How can EveryDay Checks & Balances help especially those with underlying medical conditions?
Anne Seline’s response to these critical questions is, “We are definitely in a place to help! As a matter of fact, we are in contact with the continuing care facilities by phone and email. Visitors are not entering the facilities. We are fortunate to have curated relationships with them and they receive our telephone calls with an understanding that Everyday Checks & Balances cares for their clients. So many of the residents of underlying conditions and it is key to be aware of their conditions. It is a great comfort to those people in these facilities and their family members that they can count on us 100%. Additionally, the elderly were told to stay home if possible and avoid going out. That comment is scary and can be very stressful for everyone but especially the elderly and their families. EveryDay Checks & Balances is present and accounted for. Our dedication and passion as Daily Money Managers (DMM’s) are at the cornerstone of our profession.
We are there when your family can’t be.
We are there if you are unable to manage daily bills.
We are there for you!
✔ 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
It is vital to have confidence in your Daily Money Manager. They will help you navigate, especially at times such as these. Consider sharing these suggestions with your family and friends, and it could be the difference in being proactive or backtracking:
EveryDay Check’s & Balances Suggestions:
✔ Plan – DMM will pay bills on time avoiding any stop in services or insurances
✔ Backup plan> – Ask DMM how to ensure your expenses are being tracked
✔ Emergency steps – If you are quarantined, your relationship with your DMM can be your lifeline
✔ Special Projects – This is a key component to assisting you in your time of need, if you have the right DMM.
EveryDay Checks & Balances is that DMM, listening to your specific needs and standing by your side.
We are thinking of you ALL at this time!
Gives You Peace of Mind and the Gift of Time