DAILY MONEY MANAGER
Larry, as part of the Geriatric Care Manager team, is our Daily Money Manager. He has 40+ years in Business Financial Management. Having assisted numerous families in money management and budgeting, he has an understanding how important a senior’s budgeting process is because of rising costs in care. With Geriatric Care Management 4U, LLC, a wide range of personal services are offered. These services can be a one-time consultation visit or ongoing in managing your daily money management. We are bonded and insured, along with being a member of American Association of Daily Money Managers (AADMM.) Some of the services that can be provided by a Daily Money Manager are:
- Sorting your mail
- Preparing your Checks
- Paying your bills/Deposit checks
- Reconcile your bank and other financial statements
- Set up automatic pay
- Investigate, reconcile, and negotiate medical claims and other creditors
- Prepare your budget
- Determine worth/Assets and liabilities
- Assist in setting up repairs of home, etc.
- Recommend debt reduction
- Organize necessary papers for tax professional
- Coordinate care and transportation
- Notarize
- Assist in making long term care plans
- Options of other requests related in this area
- Projections, cash flow, and uses