work with seniors
helping them manage their day-to-day affairs. Although the challenges of
aging make some of these tasks difficult to complete, having assistance
of this kind can be the key to helping an older adult maintain more independence.Services provided include:
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sorting and filing mail |
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paying and organizing bills |
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making deposits |
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balancing checkbooks |
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creating and organizing file systems |
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preparing tax paperwork for your |
| accountant |
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negotiating with third parties concerning bills, insurance claims and other household issues |
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coordinating between client and accountant, attorney, financial advisor and family members |
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routine correspondence |
Available on a weeky, bi-weekly, monthly or as-needed basis.
~ Fully Insured ~
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Nancy
Hirsch Bernheimer |
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