Daily Money Management Services
At LJR Financial we pride ourselves on tailoring our services specific to each client’s needs. We offer our clients in home assistance with Daily Money Management which focuses on the organization and maintenance of their finances.
Our initial consultation constitutes the plan of action which we construct together. A sample of the services we provide includes:
Power of Attorney Representation
- If the time arises where one would need a trusted individual to step in, whether temporary or indefinite, our clients have peace of mind knowing all matters will be handled with confidentiality, efficiency, accuracy and integrity.
Daily Money Management
- We sort through paperwork to ensure items are up to date and accessible. This proves to be invaluable should an emergency arise, the family members are apprised of medications taken, who is Power of Attorney and what expenses need to be paid on a monthly, quarterly or annual basis.
- Additionally, we track monthly expenses and make payments accordingly. If requested, we establish auto payments or will pay bills manually dependent on our client’s preference.
Miscellaneous Services:
- Reconciliation of Checkbook- includes monitoring of auto credits and debits
- Net Worth Statements which includes Monthly Expenses
- Creation of List of Medications, Important Contacts, and Insurance Information
- Acting as Liaison on our Client’s Behalf
- Gathering Tax Documents/Deductions for Accountant
- Acting as a Concierge to find a suitable Aid or Other Services