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.