Bill Payment

Peace of Mind

Financial Concierge™ activities will include:

  • Reconciliation of bank and credit card statements.
  • Establish electronic bill payments and auto debits.
  • Submit health, dental and travel insurance claims.
  • Set up and maintain a record keeping system.
  • Liaise with other trusted advisors with client consent such as legal, investment, insurance, accounting and other professionals.
  • Locate and arrange safekeeping of will, health care directive, and power of attorney.
  • Be vigilant regarding signs of fraud or financial abuse.
  • Provide monthly updates to family/referral source.

Need help reviewing your own or your elderly family members personal and financial documents? 

Get in touch with us today to book your complimentary initial consultation.

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