Services | Tender and Timely Daily Money Management

Never pay another late fee - keeping the daily finances running smoothly

My clients are Teachers, Lawyers, Doctors, Business Owners and Everyone else! I launch Long Term Care Insurance policies and help people navigate their financial and administrative day-to-day lives, giving them peace of mind.

Services are customized to each client

They include, but are not limited to the following:

BILL PAYING and ACCOUNT RECONCILIATION- Via Manual Check or On-Line Banking/Quicken

BANKING ACTIVITIES - Review and consolidate accounts, automate recurring payments, auto-pay relationships, paper file management

BUDGETING and ANALYSIS of EXPENDITURES

MONITOR ACCOUNTS AND INTERCEPT FRAUDULENT ACTIVITY AND ERRORS

MEDICARE INSURANCE CLAIM APPEALS PROCESSING

MEDICAL INSURANCE - Review & Selection / Decipher Policy / Resolve Issues / Manage Paperwork

BILLING DISPUTE RESOLUTION - Research and resolve

POWER OF ATTORNEY / LETTER OF ADMINISTRATION FOR ESTATES

ADVOCATE - Speak on behalf of client to ensure best options

REDEMPTION of MONEYS OWED - EZPass, Credit Card Points,Cash-Back, etc.

CORRESPONDENCE PROCESSING - Opening Mail, Sorting, Filing, Generating

RECORDS ORGANIZING - Taxes, Financial, Medical, Insurance, Donations Tracking

FORMS (Claims, Medical, Federal, Insurance other Applications)

LONG TERM CARE INSURANCE - Launch and Manage claims and data

GENERAL ADVOCACY - Helpful assistance on various decisions

MANAGE HOME HEALTH AGENCY BILLING

TAX DOCUMENT PREPARATION

LIAISE to OTHER PROFESSIONALS (Lawyers, Accountants, Care Managers, Social Workers, Financial Advisors/Planners, Insurers)

HANDLE PAYROLL for HOME-HEALTH AIDS and OTHER SERVICE PROVIDERS

STEWARDSHIP OF PETTY CASH

COMPUTER ASSISTANCE / TRAINING (Windows and MAC - Quicken, Office Suite, Email, Skype, Smart Phones, Other Devices)

PROJECT BASED WORK - Medical billing, dispute resolution, set up of Quicken, Organizational tasks, Divorce documents, etc.