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Bill Paying/ Daily Money Manager Services
Do you feel overwhelmed keeping up with bills and mail?
Have you been charged late & interest fees?
Are you widowed or divorced and new to managing household paperwork?
Do you want to maintain your independence without burdening family?
Would you like more free time to enjoy life?
We Can Help!
- Bill review and payment & mail management
- Checking account & credit card statement review
- Organization of tax documents for accountant
- Review for scams and fraudulent activity
- Coordination with lawyer, investment advisor, accountant and family
Client Relationship
Our relationship will be customized to your needs. We offer hourly pricing, and our involvement can be as much or as little as you desire. We work directly with seniors and/or their family members. We can work in your home or in our office. A typical client uses our services twice a month. Think of us as your personal financial assistants.
Hannah Fogg 201-803-6225 / Kelly Petersen 201-694-6897
Serving the greater Ridgewood, New Jersey area