The Personal Financial Assistant

If you live far from your parents, The Personal Financial Assistant will pay bills, make deposits, process insurance claims and handle other financial tasks that Mom and Dad may no longer be up to doing.
    Services provided:
  • organizing bills and records
  • design and monitor budget
  • check writing,
  • open and sort mail,
  • home finances,
  • notary services
  • General paperwork
  • monthly management of income and expenditures
  • bill paying
  • balancing check book
  • negotiating with creditors