from MBA Concierge
Daily Money Management
Organizing and maintaining files and records
Reconciling bank statements
Preparing financial statements for client and/or advisor
Filing medical insurance claims
Acting as limited or blanket power of Attorney according to needs
Checking house weekly, supervising/overseeing house and grounds
Receiving and forwarding mail
Being listed on “first called” on security alarm systems
Reviewing sources for regular house repairs and services
Reviewing house repair/services estimates
Reviewing all insurance policies to insure proper coverage
Checking maintenance contracts
Maintaining domestic payroll records
Life Essentials Planner
Do you have all your Financial Information in order?
Do you have all your usernames & passwords in order?
Do you have Life Care plans set up?
Do you have your Advance Medical Directive?
Do you have your Will in order?
Do you have your Funeral Arrangements in order?
We can help you get all your Life Essential information in order