The Personal Financial Assistant is a local personal service company; helping older adults to maintain their independence by managing their day-to-day finances and assisting family caregivers and estate executors through life transitions.
The Personal Financial Assistant gives administrative assistance to executors. Organizing paperwork, processing insurance claims, paying outstanding debts, closing accounts, organizing bills & records
helping Maine Seniors, maintain independence. organizing bills & records, keeping home finances in order, income and expenditures management monthly
helping long distant caregivers by assisting parents with their day to day paying and bills, organizing records, completing paperwork, or forms.
Daily money managers (DMMs) provide personal business assistance to clients who have difficulty in managing their personal monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts.