Bill Paying Services for Seniors
Meet Jill Chambers, Founder and President, sharing how we help our elderly clients with their day-to-day money management, including accurate, on-time bill payments, with ongoing record keeping. As Daily Money Managers, we ensure bills get paid and cheques get deposited.
Daily Money Management
For seniors, management of daily financial obligations can become an overwhelming burden.
Seniors who benefit most from bill payment/DMM services are often in situations similar to these:
Foundational to our bill payment/DMM services is the development of our Family Playbook™. It organizes important personal and financial documents, passwords, and outlines wishes regarding final arrangements in one easy to access location.
we also assist
If you are caring for an aging loved one, it can be an emotional and stressful time. And, as your parents age, cognitive abilities decline, along with the ability to manage their finances. A recent New York Times article discusses seniors’ financial problems – “As Cognition Slips, Financial Skills Are Often the First to Go”.
An experienced DMM can provide day-to-day bill payment and personal financial services for elderly parents, giving peace of mind to the senior and adult children that their financial affairs are being taken care of properly and professionally.
daily money management for seniors
how we can help
At Financial Concierge™, we have a team of trusted daily money managers (DMMs) who are members of the American Association of Daily Money Managers and are required to have a good to excellent credit score verified annually, current clear background check and vulnerable sector report from local police and adhere to a strict Code of Ethics.
A Financial Concierge™ activities include:
Then we create for you:
Connect With Us
As a fiduciary, the Financial Concierge™ team holds a position of trust with our clients. We can coach your personal representative(s) or act as your personal representative in the management of your financial affairs and estate.
Get in touch with us by filling out the form and pressing SEND. We look forward to connecting with you!