Life Care Consulting by Barbara Hance - Financial and Personal Management Service for the Elderly, Frail and the Busy
Purpose  Meet Barbara  Services  Family Consulting   Seminars  Links  Testimonials  Articles  Contact Us  Home

We supply an array of services that address the progressive needs of our clients as they journey through their senior years.
  1. Perform cashflow analysis identifying income, fixed expenses and variable expenses. Review accounts and setup or consolidate, where appropriate. Develop a monthly budget and a plan to support the budget. Identify priorities and ways to control variable expenses as needed.
  2. Perform basic bill paying, reconciliation and record-keeping services. File medical insurance claims and appeals, as appropriate. Coordinate and submit tax documentation to accountant for quarterly and annual tax returns (State & Federal), make quarterly tax payments. Provide monthly financial and personal status reports to family, attorneys, accountants, financial managers and planners, as requested by the client.
  3. Coordinate community-based services to maintain or improve independent living.
  4. Assist clients with personal needs such as clothes shopping, grocery shopping, etc. Coordinate meal preparation or delivery.
  5. Hire, fire and coordinate in-home and home-care services such as housekeepers, aides, companions, live-ins, shoppers and drivers. Contract for independent contractors.
  6. Inventory household items and review insurance update needs before outside help is hired.
  7. Consult with the client on future needs and help develop a plan, as appropriate.
  8. Consult on long term care, insurance, retirement communities, assisted living and convalescent home facilities, reverse mortgages, viatical or lifetime settlements, etc.
  9. Assist in phasing in the next level of care/living. Coordinate moves; arrange for handling cherished possessions, antiques and collectibles; and help the client or appropriate family member secure the next level of care. Assist in the disposition of real estate and/or personal property when necessary.
  10. Serve as a surrogate decision maker when needed.
back to Services

Purpose  Meet Barbara  Services  Family Consulting   Seminars  Links  Testimonials  Articles  Contact Us  Home
Barbara Hance Associates - Farmington, CT - 860-675-1484
Property of Barbara H. Hance Associates, LLC
Site Designed and Hosted by
Internet Business Consulting, Inc. All rights Reserved, © 1996-2008.