Daily Money Management and Organization
I have 30 years of experience in medical insurance billing and claims resolution, including 10 years as a Cardiology Practice Manager in Florida. The past 8 years of employment included a growing client base of assisting clients with Daily Money Management in their homes. In addition, I have a B.S. in Social Work from the State University of New York at Albany.
My background provides a compassionate, organized, and patient approach to working with a broad range of clients, and the ability to handle the complex issues that can come with tackling day-to-day financial tasks in a trustworthy manner.
I have always been passionate about working with older adults, with many volunteer activities over a lifetime, including Meals on Wheels, serving as a SHIIP volunteer to assist with choosing Medicare Part D options, Friendly Visitor Programs, and Activities volunteer in Assisted Living and Independent Living facilities.
Assisting people so that they can remain independent has been a growing dedication during the past 8 years of employment. It is my goal to ensure that day-to-day financial transactions are monitored to help ease the worry for clients and families.
How I Can Help You
My Daily Money Management is an insured service available to assist with daily money management and organization.
The range of services will vary according to each client's needs, but typical services will include:
Sort incoming mail.
Assistance with check writing, balancing check books and organizing records.
Checking credit card receipts against statements.
Preparing and making bank deposits.
Assistance with correspondence and phone calls.
Organize tax documents for your tax preparer.
Follow-up with insurance companies and healthcare providers regarding bills to ensure proper processing and payment.
Communicating with family as needed.
Serving Northern Chatham, Southern Orange, Southern Durham, and Western Wake, NC counties.