Is it a Virtual September For You?

September has been typically a month of transition, a fresh start, a new season, maybe a wardrobe change. This September, students are returning to school during a very uncertain time, and for some, virtual education is giving this September an entirely different look. How will you be working in September? Is your company working virtually, or are you working on an A/B schedule? Many have lost their jobs and are searching for work.

What does this September look like for you?
As we ponder and worry about the coming weeks and months, planning and strategic decisions will help us make the right decisions.

There have been conversations of those who were stress spending. People who were quarantined or embracing the nice weather started to shop. For the elderly, this could be a serious issue and one that may be irrevocable. A Daily Money Manager is there to guide clients and keep track of any red flags.

At EveryDay Checks & Balances, we are vigilant at reviewing our client’s spending. Often, a family member hires us for their elderly parent(s), and we assure them that their accounts are monitored, and a watchful eye is always present.

Anne Seline says, ” We assure our clients that EDCNB is compliant with the CDC and local governments’ recommendations for everyone’s safety. We understand that it is stressful for all of us, and the elderly. For their family members, widows, widowers, and those who are divorced, it can be an incredibly challenging time.”

When asked, how do you navigate and prepare for the possibility of the number of cases increasing?
She remarks, “We advise our clients to be prepared, and we educate and guide them on how to be ready for September and the following months.”

Are you concerned you haven’t set up online banking, or are you wondering how your will bills be paid?
EveryDay Checks & Balances offer effective services that encompass your specific needs.

We provide services and new additional services that you will be excited to hear about:

✔ 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
✔ Special projects during your time of need TODAY AND TOMORROW

Most recently, many millennials have been interested in our services. It is the perfect time for them to connect with EveryDay Checks & Balances. As we guide them through our services, they realize the necessity of developing the most efficient was to handle their finances. Once they have cultivated these strategies, it’s the perfect opportunity to have conversations with their family and advise them to hire us!

Our Clients consist of:
✔ Millennials
✔ Sandwich
✔ Elderly
✔ Retirees
✔ Widows/Widowers
✔ Divorced
✔ Busy Professionals
✔ Special Needs

What are you doing this September? We hope you are hiring EveryDay Checks & Balances.

As Anne Seline states, “Once clients contact us or are recommended to us, our expertise and knowledge comforts them. They know that we can ease their concerns and troubleshoot any issues that come their way.”