supply an array of services that address the progressive needs
of our clients as they journey through their senior years.
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.
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.
community-based services to maintain or improve independent
clients with personal needs such as clothes shopping, grocery
shopping, etc. Coordinate meal preparation or delivery.
fire and coordinate in-home and home-care services such as
housekeepers, aides, companions, live-ins, shoppers and drivers.
Contract for independent contractors.
household items and review insurance update needs before outside
help is hired.
with the client on future needs and help develop a plan, as
on long term care, insurance, retirement communities, assisted
living and convalescent home facilities, reverse mortgages,
viatical or lifetime settlements, etc.
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.
as a surrogate decision maker when needed.