Times like these calls for skilled expertise to navigate during COVID -19. At EveryDay Checks & Balances, we are monitoring the CDC’s guidelines. We assist our clients and evaluate, mitigate, elevate, and facilitate our client’s needs. Our mission is to ease our clients’ minds and ease their family’s minds now and always. As Daily Money Managers, we are navigating and guiding our clients with our specialized services. We are often the lifeline for our clients providing services and now have included an updated personalized plan to address specific and significant issues.
✔ Plan – EDCNB will continue to pay bills on time avoiding any stop in service or insurance
✔ Backup plan – We create an effective plan to assure your income, expenses, and documentation is tracked through our certification log which envelopes the 4 cornerstones of our business:
OVERSITE
ACCOUNTABILITY
TRANSPARENCY
SECURITY
✔ Emergency steps – If you are quarantined at home, or in a facility, rehabilitation, or hospital, your relationship with EDCNB can be your lifeline
✔ Special Projects – This is a key component to assisting you in your time of need
✔ EveryDay Checks & Balances listens to your specific needs and stands by your side
✔ Liaison – establish relationships with family members, professionals, and connect with services that can be vital going forward.
Our clients are:
✔ Millennials
✔ Sandwich generation
✔ Elderly
✔ Retirees
✔ Widows/Widowers
✔ Divorced
✔ Busy Professionals
✔ Special Needs
Anne Seline has had many conversations concerning COVID-19 with clients and professionals. She believes her mission is to do what is in the best interest of the client and family. She states, “So many people are living under the same roof and sometimes with three generations. Notably, tempers will flare. Having someone you trust can be the solution for everyone’s relationship to get along. One early evening a client called me. In the background, I could hear the family arguing. I was able to smooth things over. The next day we communicated virtually. I assessed their specific problems and a personalized plan was put into effect. I began to organize all the necessary information to proceed. Within a short time, they were on their way to a peaceful household and EDCNB would be their family’s DMM from this day forward. My job is a gratifying one and I love what I do.”
As you look around, listen to the news, read, and hear conversations, there is a common theme; the unknown. For that reason, it is vital that our clients are secure in knowing their papers are organized, their bills are paid, and the administrative tasks are completed. The following services are part of the cornerstone of our business.
EDCNB Services Include:
✔ 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
✔ Address special needs and projects during your time of need TODAY AND TOMORROW
✔ Sort documentation, mail, emails related to online billing and pertinent information for the client
✔ Complete and file forms for insurance, medical, facilities
Be Safe, Be Protected, Be Healthy and Be Protected Financially
EveryDay Checks & Balances
Gives You Peace of Mind and the Gift of Time
#giftoftime #peaceofmind #dailymoneymanager
