Are you facing challenges in managing your financial affairs? Do you worry about the potential conflicts or risks associated with appointing family or friends to handle your financial matters? Look no further! The Financial Concierge™ is here to provide you with the financial and personal care attorney services you need, offering a unique and professional approach to safeguarding your financial well-being.
Let’s explore how our services can benefit you:
Alternative to Appointing Family or Friends:
- As a neutral third party, our team of Professional Attorneys for Property can help you manage your property and financial needs.
- By avoiding the appointment of family members or friends, we mitigate the potential for family conflicts and protect against fraud or financial abuse.
Various Roles of Financial Concierge™:
- Appointed Attorney: Acting as your appointed Attorney, we support you in managing your financial matters when you are no longer able to do so.
- Agent of Attorney: We also assist the appointed Attorney, who is usually a family member or friend, by performing POA duties that require expertise or significant time. Additionally, we provide coaching on tasks they prefer to handle themselves.
- Appointed as Attorney: In cases where no one has been appointed, we can be appointed by the court to support individuals in managing their financial affairs.
Solutions for Busy Professionals and Families:
- If you’re a busy professional or family with limited time to dedicate to daily money management tasks, such as banking, bill payments, insurance claims, or budgeting, we can provide the assistance you need.
- By entrusting us with these responsibilities, you can reduce stress, lower debt levels, eliminate late fees, and mitigate other unnecessary financial risks that could impact your overall well-being and security.
- Whether you’re away on business, spending extended periods abroad, or simply overwhelmed with other commitments, we ensure full transparency by offering regular updates and detailed reports on the activities performed on your behalf.
Working with Older Adults:
- For aging parents in need of financial assistance or older adults aging in place, we can act as an agent of the Attorney for Property or as your appointed Attorney under a POA Property.
- Seniors often find daily financial obligations overwhelming. Without the ongoing support of a loved one or a daily money manager, they may face unpaid bills, undeposited checks, and the negative consequences of cut-off utilities, bank foreclosures, or financial exploitation.
At Financial Concierge™, we pride ourselves on our commitment to providing professional and reliable personal care and financial power of attorney services. With us, you can trust that your financial matters are in capable hands, free from potential conflicts or abuse.
Contact us today!