OUR SERVICES
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Create budgets and spending plans
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Develop credit card debt consolidation and reduction plan
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Open, sort, review, organize and protect clients from official-looking solicitations and junk-mail fraud
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Monitor on-line bill pay system
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Review and/or balance checkbooks
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Reconcile bank statements
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Review credit card statements
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Negotiate with creditors
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Write creditor letters
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Review medical insurance papers -- bills, Explanation of Benefits
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Organize and maintain financial files
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Pay bills (preparing checks for client/relative signature or online bill pay)
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Prepare and make bank deposits
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Talking with Social Security and establishing Representative Payee
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Interacting with other agencies/providers to secure benefits for client
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Going to the bank with or for the client