I create order out of chaos and bring peace of mind to families by managing financials and medical claims, often for seniors and the disabled. When the details of life are overwhelming to you or a loved one, we bring organization and clarity. ☎️ me for a no-obligation chat at 212.222.2822.BEYOND BOOKKEEPINGFor many seniors, paying bills and managing their finances is a huge challenge. Just opening the mail causes enormous anxiety. They feel incompetent and vulnerable, which often leads to depression.When my own father was aging, I saw his embarrassment when he was no longer able to manage his finances and medical claims paperwork. I knew it was time for me to take that off his plate. After that, he never had to worry about missing payments or deciphering baffling insurance bills. It was deeply gratifying to give him more independence and self worth.One of the biggest nightmares for seniors is filing and managing their health insurance claims. They may be dealing with many health issues which are also burdensome. There is an art to filing the paperwork and if not done correctly, claims can be denied. This is where we make a huge impact.Because seniors are on a fixed income, they are concerned about where their money is going and often have no idea. We report to them monthly, so they know if they have enough money to visit their families or buy a new TV.We personally handle the bookkeeping, paperwork and keep a watchful eye on our client’s checkbook. We make sure bills are paid on time, their checkbook is balanced and they are on budget. We also work together with the client’s accountant, attorney and other financial advisors to prepare paperwork, catalog assets and provide timely reports to make their work seamless.Having a neutral third party money manager helps prevent financial abuse or identity theft to which seniors are especially vulnerable. We often act as a buffer with family members when seniors are not comfortable discussing money or fear they don’t have their best interests in mind. When you visit your family, who wants to be sorting through the mail, making sure their cable isn’t turned off or their insurance company isn’t overcharging them?Contact me at 212-222-2822 or peter@nyfo.nycRead: When Your Personal Life Needs To Run Like a Business: https://secure.aadmm.com/money-matters/when-your-personal-life-needs-to-run-like-a-business/
Listed skills include Personal Money Manager, Daily Money Manager, Bill Paying Service For Seniors, Personal Bookkeeping, and 14 others.
