Serving Northern Delaware and Surrounding Areas

Mail

Process mail

Reduce junk mail and charitable donation requests

Prepare correspondence

Bills

Review, prepare, and/or pay bills

Monitor accounts

Set up autopay or online bill payment

Establish/track budget

Negotiate with creditors

Banking

Monitor accounts

Reconcile statements

Make bank deposits

Assist with consolidating accounts/choosing best options for you

Record Keeping

Organize financial and tax documents

Organize health records and expenses

Consolidate information for estate

Medical Claims

Review medical bills and insurance claims

Process payments and obtain refunds

File insurance claims and appeals

On Your Behalf

Identify and coordinate supporting services

Interface with financial, legal, service, accounting, and other professionals

Services can be provided for a limited time or on an ongoing basis. If you have a need that isn’t on this list, just ask, and I’ll see what I can do to help you. If I am unable to help you with a particular need, I’ll do everything I can to help you find an appropriate person who can.