For Individuals

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Financial Friend, LLC  provides a free initial consultation. We realize that everyone has a unique situation, and we customize our Daily Money Management services to each clients’ needs.

Our services are flexible and tailored to each individual client and may include:

  • Paying bills and prepare checks for signature
  • Balance checkbooks
  • Organize and maintain bank records, statements and receipts
  • Review credit card and investment statements
  • Handle phone calls to payees regarding bills
  • Prepare and deliver bank deposits
  • Prepare budgets or spending plans
  • Prepare plan to reduce debt
  • Organize tax documents and other paperwork
  • Provide referrals to legal, tax, investment professionals and community resources
  • Act as client advocate for other service providers (cleaning services, remodeling, etc.)
  • Set up appointments for medical, dental and personal services
  • Provide general organization assistance

If there is a service you need that is not listed, just ask. Financial Friend, LLC is here to make every day count.