DAILY FINANCIAL MANAGER

You Make The Decisions

You make the decisions, handle the money, and write the checks. We come alongside you to advise, teach, train, mentor, and coach.

You may choose to receive our confidential and trusted help either in the privacy of your home or at our Chatuge Ministry Center office. We recommend two, two-hour visits a month to start. You may choose services to meet a whole host of needs from organizing and keeping track of your financial and medical insurance papers, to assisting with check writing and maintaining bank accounts. If you are feeling stressed or overwhelmed with paperwork or have difficulty managing bills and balancing your checkbook then our services will bring you much needed peace of mind.

You may have various factors that contribute to the need for a Daily Financial Manager. For example, physical changes brought on by the aging process such as limited vision or arthritis. Or perhaps your ability to do what you have always done is hindered by dementia or a simple loss of ability to follow through on tasks. On the other hand, you may need help because you are so active in your retirement that travel and social activities make it difficult to keep up with your paperwork.

It Is Common

It is common for the adult child of an older parent or parents to seek the help of a Daily Financial Manager if the child does not feel they have the time or the ability to help maintain their parents’ affairs.

My Daily Financial Manager provides many types of services. For example, we can help with the following:

● Pay your bills, including making calls to creditors regarding issues or errors ● Balance your checkbook and organize your bank records ● Prepare bank deposits ● Organize tax documents for tax preparers ● Set up and maintain financial files and a budget ● Guard against identity theft.