Senior Money Management Services
Member: American Association of Daily Money Managers
We focus on daily money matters so that you can focus on life!
Services offered to seniors, small business owners, non-profit organizations, and all in need, include:
Daily Money Management* & Organizational Services
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Bill paying assistance,
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Banking services – including preparing and making deposits,
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Account Reconciliation,
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Assistance with medical claims, denials, etc.*,
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Insurance policy review*,
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Assistance with creditors,
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Mail organization and review,
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Appointment Setting & Reminder Services,
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Organizing bills, insurance documents, etc.
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Referral services – lawyers, tax professionals, etc.
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Notary Public
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Customized Services to fit your needs.
*We are not financial planners, but, Nick Constantino is a multi-state licensed insurance broker/agent and a multi-state approved insurance continuing education instructor.)
Who Are Our Clients?
Seniors
We work with seniors on day-to-day tasks like banking and financial organizing when they become challenged by both physical limitations such as decreased hearing and eyesight as well as memory loss.
The ability to follow through on things that were once routine may decline and we help bridge that gap. Working with us will enable them to stay as engaged as they wish while having a second set of eyes to maintain accuracy. We who work with this population with great sensitivity and respect for our clients and their need to retain their independence and take a customized approach to each client.
Many business professionals put in more than the standard 8-hour work day and increasing the bottom line is more of a priority than focusing on day-to-day financial management activities.
Oftentimes the smaller administrative tasks get pushed to the back-burner when running a small business and then the bills and fees begin to add up. We will bring clarity and organization to your business and can work hand in hand with your other business professionals such as your accountant and payroll company to keep everything in perfect order.
Hiring a trusted partner such us to take on those routine tasks will allow that busy professional the ability to increase their bottom line and reach their financial goals.
Adults in Transition
Perhaps a life event such as divorce or death of a spouse have made you a single parent, or maybe this has been the norm for quite some time; regardless of the “how”, good money management is always necessary.
The challenges of finding the time to keep the daily finances organized, especially if this is a new situation, can be overwhelming. We will reduce stress and enable you to focus on the needs of your personal and family life, freeing you up to do the things you enjoy.
Lastly... Anyone in Need!
Busy Small Business Owners/professionals
