How can a Daily Money Manager help you or a family member get through this unprecedented time?
EveryDay Checks & Balances guides their clients on the best plan to protect their finances, especially now. Their philosophy is that the Coronavirus has changed everyone’s lives. It is essential to be proactive and in front of any problems that may arise. In some cases, EDCNB believes it is vital to consider any problems that may already exist and create a well-executed plan to resolve any issues. Nip it in the bud!
Anne Seline commented, “It is my job, as a DMM, to create and develop the best solutions to help navigate my clients’ finances during these challenging times. We have taken on some new responsibilities as well. Recently, I received calls and emails to arrange for food and medicine deliveries. In addition, we are coordinating virtual communication with loved ones. We check in on clients as often as possible and are available 24/7.
Caregivers are having difficulty helping their loved ones. Some are going through their own struggles. Many caregivers are in other states, or they are unable to visit their loved ones in facilities. We have clients who are busy professionals working from home and either have no time to keep updated with their financial paperwork or are dealing with some economic losses. Our divorced and widowed clients are fearful about handling their finances because they are solely responsible for them. We have experienced each of these recent scenarios with our clients, and we have advised, assisted, and accommodated their specific and unique needs. I am always thrilled to hear that my voice comforts many of my clients and that their confidence and trust in EDCNB is a blessing.”
EDCNB clients enjoy these services:
✔ 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
✔ Special needs and projects during your time of need
EveryDay Checks & Balances is prepared to establish a tailored plan to address your specific and necessary issues:
✔ 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
EveryDay Checks & Balances
Gives You Peace of Mind and the Gift of Time
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