Services
Daily Financial Solutions offers financial organizing and money management services that will let you reclaim your time and let go of any stress and worry you have about paying bills, sorting through the piles of mail and paperwork, filing insurance claims, and gathering your tax or legal documents.
If you’re a senior, an adult caring for a senior, a busy professional, or an individual going through a life transition, Daily Financial Solutions can partner with you to determine how much help (or how little help!) best suits you. You’ll end up with a personalized daily money management solution, and we’ll make adjustments along the way as your needs change.
My goal is for you to have peace of mind that your bills are paid, confidence that your personal finances are in good order, and the knowledge you require to make solid financial choices.
Bill Payment and Account Management
Automate, sort, and pay bills on time.
Reconcile bank and credit card statements.
Make bank deposits.
Monitor accounts for irregular activity and fraudulent charges.
Handle billing disputes.
Assist with online banking.
Negotiate with creditors.
Budgeting and Expense Tracking
Create a system that tracks all monthly income and expenses against your budget. Don’t have a budget? We can create one together.
Generate personal financial reports specific to your net worth, cash flow analysis, charitable donations, and medical expenses.
Medical Expense Management
Organize healthcare information and documents.
Review medical bills.
Submit and track medical insurance payments, reimbursements, and appeals.
Organization of Tax and Financial Documents
Track donations and tax deductions. Gather and organize documents needed for the preparation of your tax return.
Create an organizational system for your financial, medical, and legal documents so they are safe, up to date, and readily available to you so you’re always fully prepared to meet with your trusted advisors.
Coordination with Other Professionals
Work with your attorney, accountant, and financial planner to ensure a seamless transfer of information and services.
Provide referrals to other specialists.
Concierge Services
Accompany clients to financial or legal appointments.
Serve as financial power of attorney.
Downsize or organize your current home and belongings.
Catalogue your assets for estate planning purposes.
Facilitate moves for you or a loved one, whether the move is to a single-family home, adult retirement or independent living community, or assisted living facility.
Assist during major life changes.
