SERVICES

What Kinds of Tasks Can Money & Life Handle for You ?

• Pay bills

• Balance checkbooks and maintain organization of bank records

• Reconciling bank accounts

• Prepare and deliver bank deposits

• Review bills for accuracy and assure timely payment

• Review credit card and bank statements for identity theft & fraud issues

• Review medical insurance papers and verify proper processing of claims

• Receiving or delivering mail to post office

• Sort and file incoming mail

• Setup and maintain an accurate record keeping system

• General organization assistance

• Organize records for tax preparer

• Provide referrals to legal, tax and investment professionals

• Be a liaison between clients, their families, and community resources

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