Personal Finance Management
“Surrey has been a real lifesaver for me, especially the guidance with the tax paperwork and insurance claims.”
-Dorothy
Personal Finance Management includes assistance with all aspects of day to day finances. The service is tailored to each client’s situation and can be used on an on-going basis or only when the need arises.
The Personal Finance Manager will meet with you to determine a customized plan that may include:
- Develop a budget and track income and expenses.
- Sort, review and handle mail.
- Organize and clean out files, pay bills and handle billing inquiries and disputes.
- Reconcile banking and other financial accounts.
- Review and advise on household utility services and plans.
- Advice on selecting medical/prescription plans and management of medical insurance claims and disputes.
- Review insurance policies, explain coverage and manage insurance claims.
- Compile and organize tax information.
- Determine eligibility and file applications for government benefits.
- Assist with financial matters relating to funeral and cremation pre-planning.
- Assist with financial and administrative tasks after the loss of a loved one.
You retain control of your financial matters while Surrey takes care of the daily work. This service is available in your home at affordable rates. There is no charge for the initial assessment.
Jacky is Surrey’s Personal Finance Manager. She is an active member of the American Association of Daily Money Managers. View her profile here.