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Daily Money Management |
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Helping seniors manage personal business is one of our specialties.
For our Daily Money Management (DMM) clients, we use
PS
FilesTM for Seniors, the organizing kit developed
by Paperwork SolutionsSM
for Seniors. DMM involves the practical aspects of managing
paperwork such as: |
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Assistance personal business such as bill paying |
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Filing & understanding medical insurance claims |
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Reconciling bank records & statements |
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Organizing personal financial records |
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Compiling information for tax returns |
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Periodic reports on income & expenses |
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"Decluttering"
- Getting rid of all those piles of papers or unwanted household
items! |
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PS FilesTM for Seniors - A Daily Money Management
workbook guide and organizing kit designed for seniors and
their families. It comes as a part of our DMM service --OR--
is available separately for purchase.
Find out more. |
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Two
of our Daily Money Managers,
Diane Lipsey and Jeanne
Podracky, help nearly 20
of our clients keep personal
business in order. |
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Financial Analysis of Care Options
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Whether planning for home care or considering a move, an
analysis of retirement options in light of potential
health care costs is crucial.
Using a
comparative methodology we've developed, we look at
expenses in the context of income, assets and possible
health scenarios to assist you in making decisions. We
help you compare options appropriately and efficiently. |
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313 Park Avenue, Suite 203
Falls Church, VA 22046
info@choicesforaging.com
Phone: 703-241-4100
Fax: 703-241-4540 |
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Copyright ©
2001, Choices For Aging, Inc. |
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