The first service I offer is helping clients complete the daily financial and household tasks that we all have. My services can be very useful for a variety of client lifestyles such as: the elderly, who have become unable to keep careful track of their affairs; children of seniors who don't have the time or energy to invest in their parents' finances; the busy executive or small businessperson who just doesn't have time; and the frequent traveler who is away from home for lengthy periods of time, either for work or pleasure.
I offer individualized attention to people who need to bring order to their daily financial/household activities. The greatest result of this work is a client’s peace of mind and sense of increased financial control.
If you or someone you know is overwhelmed, either by ongoing financial paperwork or that one task that they can never seem to get done, it can be costing them in late fees, penalties, and missed opportunities.
Security of personal information is something I take very seriously, and I will take every precaution to ensure that private information stays private, including shredding sensitive documents and keeping all knowledge obtained during my work completely confidential.
Do any of these tasks sound familiar:
..Medical Forms? Need help completing complicated forms?
..Bills? Need help resolving bill disputes?
..Paperwork? Need help organizing your important papers, or knowing what to keep?
..Phone Calls? Need help getting answers to your questions?
..Checkbooks? Need help balancing monthly statements?
What Daily Business and Care Management services are offered?
¨ Sorting incoming mail
¨ Maintaining financial records
¨ Paying bills
¨ Setting up accounts electronically
¨ Creating a Master Document of all important account information
¨ Keeping you ready for income tax return preparation
¨ Balancing checkbooks and maintaining bank records using Quicken or QuickBooks financial software
¨ Creating a budget and envelope system
¨ Manage health care claims
¨ Negotiating with creditors
¨ Making phone calls to handle financial issues.
Some examples of issues I could help with:
..Deposits or checks not recorded in check register
..Lost checkbook, bank statements or bills
..Inappropriate payments of medical bills or statements when insurance has already paid for services
..Numerous payments to home shopping, contest sponsors, sweepstakes
..Difficulty in writing checks
..No tracking of income sources
..Numerous transfers from savings to checking
..Consistent payment to the same person (possible financial exploitation).
How I Serve these Issues:
..Initial at-home visit to assess needs and services
..Financial accounts review, assist, share activity, or full responsibility
..Household papers - read the mail, maintain files, organize important papers
..Medical Documents - Doctor, Hospital Bills, Insurance Statements, Mail Order Prescriptions
..Referrals for: Eldercare Legal Advise, Geriatric Care Managers, Financial Planners, Reverse Mortgages, Long-term Care Insurance.
Service Options:
..In-home "read the mail", "write the checks", maintain the records
..Visit to client's residence to gather bills, Medicare/insurance statements, reconcile account payments, prepare and sign checks by Power of Attorney (POA)
..Redirect monthly bills and monthly income to Org4U, LLC for payment and reconciliation by POA
..Periodic visits for reassurance
..Phone contacts
..Calendar reminders
..Account reminders
..Resourcing
