We
supply an array of services that address the progressive needs
of our clients as they journey through their senior years.
- Perform
cashflow analysis identifying income, fixed expenses and variable
expenses. Review accounts and setup or consolidate, where
appropriate. Develop a monthly budget and a plan to support
the budget. Identify priorities and ways to control variable
expenses as needed.
- Perform
basic bill paying, reconciliation and record-keeping services.
File medical insurance claims and appeals, as appropriate.
Coordinate and submit tax documentation to accountant for
quarterly and annual tax returns (State & Federal), make
quarterly tax payments. Provide monthly financial and personal
status reports to family, attorneys, accountants, financial
managers and planners, as requested by the client.
- Coordinate
community-based services to maintain or improve independent
living.
- Assist
clients with personal needs such as clothes shopping, grocery
shopping, etc. Coordinate meal preparation or delivery.
- Hire,
fire and coordinate in-home and home-care services such as
housekeepers, aides, companions, live-ins, shoppers and drivers.
Contract for independent contractors.
- Inventory
household items and review insurance update needs before outside
help is hired.
- Consult
with the client on future needs and help develop a plan, as
appropriate.
- Consult
on long term care, insurance, retirement communities, assisted
living and convalescent home facilities, reverse mortgages,
viatical or lifetime settlements, etc.
- Assist
in phasing in the next level of care/living. Coordinate moves;
arrange for handling cherished possessions, antiques and collectibles;
and help the client or appropriate family member secure the
next level of care. Assist in the disposition of real estate
and/or personal property when necessary.
- Serve
as a surrogate decision maker when needed.
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