© 2019 by MoneyCare Financial, LLC.

Want a free consultation? Call me today at 908-770-2695.

Providing daily money management and fiduciary services to clients in the New Jersey and New York City areas

Daily Money Management Services

  • Bill paying, including calls to payees regarding incorrect bills 

  • Preparation of checks for client signature

  • Fiduciary services - power of attorney and trustee services

  • Reconciling checking accounts and investment statements

  • Preparing and making bank deposits

  • Credit card reconciliation

  • Negotiating with creditors and vendors

  • Organizing tax and other financial documents

  • Reviewing medical insurance papers and verifying proper processing of claims

  • Providing general organization assistance

  • Referring clients to legal, tax, and investment professionals and to community resources

  • General financial counseling

  • Preparing budgets of spending plans

  • Preparing plans to reduce debt

 

MoneyCare Financial, LLC:

  • will provide accurate, timely, confidential and ethical assistance that will meet your needs, as discussed and agreed with you

  • has professional liability insurance and is bonded by Lloyd's of London  

  • is a member of the American Association of Daily Money Managers (AADMM) and is bound by its highest standard of service and Code of Ethics

  • does not provide the following services: tax returns, financial advice, investment advice or legal advice

  • welcomes clients in the New Jersey and New York City geographic areas

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