(908) 396-6090 / (910) 683-0606 apseline@edcnb.com

Autumn is the perfect time for a fresh start

Fall into good habits and a new path to liberate you or a family member’s financial independency.

Does this statement sound familiar, “I thought I paid that bill? I can’t believe I am late on all of my payments!” This scenario is commonplace and the stress that sets in from worrying about unpaid bills can be staggering.

Why does this occur?

  • Are you disorganized?
  • Are you overwhelmed?
  • Are you busy and don’t have the time to tend to your bills?
  • Are you a busy professional and need help managing day-to-day finances?
  • Are you forgetful and realize you can no longer handle your accounts independently?
  • Do you manage your parent’s or disabled child’s bills? If so, maybe there isn’t enough time to accomplish everything?
  • Are you managing your bills and are unable to do so since you are now alone?
  • Are you divorced or widowed and feeling stressed?

At EveryDay Checks & Balances, we hear your concerns and are ready to show you the path to financial independence. A Daily Money Manager works with individuals and families to understand their specific needs and create a plan. We work diligently to strategize and develop a thorough plan that is tailor-made for our clients. We believe that we can relieve your stress by comforting you and identifying the issues that need to be addressed.

EveryDay Checks & Balances assists their clients with these strategies:
✔ Bill paying – bills are paid in a timely manner with no lapse in payments
✔ Avoid a lapse in payments resulting in cancellations of policies
✔ Reconcile all accounts
✔ Organize tax documents
✔ Work with professionals such as: attorneys and accountants
✔ Monitoring for scam phone calls and emails
✔ Organizing and maintaining incoming mail
✔ Daily oversight of accounts and all-important financial information

Daily Money Managers advise their clients to utilize their services to ensure there is no identity theft, accounts aren’t being misappropriated, and to avoid fraud. At EveryDay Checks & Balances we are unique. We educate our clients and oversee their financial picture, and offer warmth, understanding and our valued expertise.

Dementia and other disabling diseases can change the lives of everyone in the family. It is a time where emotions are at a peak, and anxiousness is at 10! The caregiver will be inundated with handling the financial affairs, as well as, the health care for their aging parent. Hiring a Daily Money Manager is the best decision you can make. Why? Because that is their expertise.

Why EveryDay Checks & Balances? They take the extra steps necessary to navigate this very difficult time. They listen to their client’s concerns, offer their knowledge, and create solutions that will give their clients . . .
Peace of Mind & the Gift of Time!

#DailyMoneyManager #PeaceOfMind #GiftOfTime