Personal Finances Management
Financial Service
Why pick this one
Personal Finances Management provides in-home daily money management for older adults, including bill payment, account maintenance, and tax-document organization.
Best for
- families managing an older adult's unpaid bills or unopened mail
- adult children caring for parents from out of town
- recently widowed individuals needing financial paperwork assistance
- older adults affected by dementia, stroke, Parkinson's disease, or vision loss
- estate executors and individuals acting under power of attorney
Look elsewhere if
- clients seeking services unrelated to personal financial paperwork, bill payment, or account maintenance
Specialties
- bill payment assistance
- check writing assistance
- bank account maintenance
- financial and medical insurance paperwork organization
- tax document compilation for CPAs
Certifications
- American Association of Daily Money Managers (AADMM) member
What makes them different
- Pamela and Linda provide in-home daily money management
- Services support older adults, caregivers, estate executors, and individuals acting under power of attorney
- The team keeps in touch with clients' professional advisors
- The team connects clients with local resources
- The service supports families with older adults living out of town
Distilled from this business's own website.
Contact & Location
- Address
- 1525 E Franklin St, Chapel Hill, NC 27514-2811
- Phone
- 19199326822
- Website
- http://www.dailymoneymanagement.com
- pnielsen@dailymoneymanagement.com
Services
- daily money management
- personal financial paperwork assistance
- caregiver support
- coordination with professional advisors
- connection to local resources