What plans are you making for the summer?
It’s May and although it has been raining across the country, we look forward to arranging plans for the summer. Work, responsibilities, school, and caring for a loved one can hamper our plans at any point. EveryDay Checks & Balances has been touted for their Daily Money Management expertise and assisting their clients with services to clear the way for vacation plans.
Perhaps you are worried about caring for an elderly parent, a child who is disabled, are you a concerned divorced or widowed individual? A Daily Money Manager carries the day-to-day responsibilities to help simplify your life. EveryDay Checks & Balances, goes a step further, it is crucial that their client’s know they can count on the 100%! The benefits of a DMM can be life-changing. Busy people with busy lives realize the value of hiring a DMM.
Services that EDCNB provide that bring peace of mind and gift of time:
✔ Organizing records for income tax preparation
✔ Negotiating with creditors regarding bills and payment
✔ Providing accurate financial records and quarterly reports
✔ Managing accounts, banking, deposits
✔ Paying bills
✔ Sorting through mail
✔ Preventing Scams
✔ Working with other professionals and advisors
✔ Managing health insurance claims
What is of the utmost importance to EveryDay Checks & Balances is the trust and confidence they provide for their clients. One client stated, “When we first hired Anne Seline, from EDCNB, we didn’t realize how we would come to rely on her as our confidante and our go-to person for things that came up in our everyday lives! We are blessed to have found this amazing DMM.”
EveryDay Checks & Balances has been entrusted with handling the following services in addition to their client’s financial and business responsibilities:
- Having Durable Power of Attorney
- Making travel arrangements
- Moving clients out of their home to independent living, assisted living, skilled nursing
- Dealing with storing furniture and other items
- Talking with doctors, social workers, and nurses while client is in the hospital and or rehab
- Finding and hiring in-home care
- Initiating and monitoring LTC Insurance claims
- Calling in resources and other professionals
- Making funeral arrangements
- Purchasing items at client’s request
If you are organizing your summer vacation plans and you don’t want to be stressed while you are away? Contact:
They Give you the Peace of Mind and The Gift of Time
#giftoftime #peaceofmind #dailtymoneymanager
