Every moment counts! Some people wait all summer to take their vacation. You plan all year for this special time and hope it is everything you want it to be. It’s hard to imagine that those plans could go awry, but they can! Planning for your vacation is always a fun and exciting thought process. Most people statistically forget that they need to get their life in order before they leave on their trip. When you hire a Daily Money Manager, they manage the day-to-day finances and the obstacles that may arise. EveryDay Checks & Balances is considered a fantastic source for supervising all necessary financial needs, as well as, concerns their clients may have.
EveryDay Checks & Balances assists their clients with the following services allowing them to travel with the knowledge they are in good hands, whether they are a busy professional or a caregiver:
✔ Pay bills – personal, commercial
✔ Reconcile accounts
✔ Manage and make deposits
✔ Provide income and expense tracking
✔ Provide accurate financial records and quarterly reports
✔ Monitor insurance claims, such as health, LTC, Medicare
✔ Maintain online file storage – EDCNB Secure™
✔ Negotiate with creditors
✔ Organize tax information
✔ Work with other advisors/professionals: Financial advisors, accountants, lawyers, insurance agents, geriatric care managers
Many travelers leave family members who are unable to join them on their trip due to their limited mobility and health concerns. Hiring a Daily Money Manager can be a blessing. That is why Anne Seline’s expertise is key in resolving any issues that may arise.
Many of EDCNB’s clients include:
✔ Busy Professionals
✔ Caregivers
✔ Retirees
✔ Widows and Widowers
✔ Divorced
Enjoy the last days of Summer! For EveryDay Checks & Balances, their clients can rest assured knowing that…
At EveryDay Checks & Balances
We Provide You Peace of Mind and The Gift of Time
#giftoftime #peaceofmind #dailymoneymanager
