How do you know if someone needs Daily Money Management Services?

There are many reasons a person might need daily money management services.

It is time to enlist the help of a professional Daily Money Manager if you see the following warning signs:

  1. Bills are not paid on time, resulting in discontinued utilities, late fees or penalties.
  2. The same bills are paid multiple times.
  3. Cannot keep track of assets or property.
  4. Bills, important papers, checks, cash or credit cards are misplaced.
  5. Forgets to open and pay bills or deposit checks.
  6. Makes irresponsibly large donations to charities.
  7. Spends excessively on miscellaneous items.
  8. Giving excessive financial reimbursement or gifts for needed care and companionship.
  9. Signed legal documents (property transfers, power of attorney or created a new will) but does not comprehend the transaction or what it meant.
  10. A caregiver has control of the money but is failing to provide for the person’s needs.

Contact Financial Friend, LLC for a free consultation by calling 937-408-9599 or by email.

For additional information on Daily Money Management or to find a provider in your area, visit the American Association of Daily Money Managers website

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