Personal Services
- Organize filing systems
- Provide information regarding healthcare providers
- Provide referrals to legal, tax, and investment professionals
- Advocate on behalf of the individual
- Assist in scheduling individual's doctor's appointment
- Act as a liaison to family members
- Sort through mail and organize paperwork
Financial Services
- Assist with personal bill paying
- Reconcile checking accounts
- Act as a daily money manager
- Prepare monthly budget
- Organize and maintain financial records for accountants, taxes, etc.
- Audit monthly bills
- Assist in follow-up and resolution of health insurance claims with Medicare and supplemental insurers
- Negotiate with creditors
- Assist with referrals for financial planning services
Other Services
- Provide information on community resources