Your Business Name
Shopping Cart
Your Cart is Empty
Quantity:
Subtotal
Taxes
Shipping
Total
Your Business Tagline
Daily Money Manager
at Your Service
Daily Money Manager
at Your Service
Click here to add a short description
Efficient Daily Money Management Services ...
for Your Peace of Mind
Efficient Daily Money Management Services ...
for Your Peace of Mind
Efficient Daily Money Management Services for Your Peace of Mind (H1)
Kathleen Y. Hall, Professional Daily Money Manager
Kathleen Y. Hall, Professional Daily Money Manager
I provide a range of in-home money management solutions, from bill payment to record-keeping, for clients who are having difficulty or are too busy to manage their daily financial matters.
My services can be provided on an ongoing, periodic, or one-time basis. See full details of services offered below.
Click Here to Add a Title
Click Here to Add a Title
Ongoing Service
- Bill Payment
- Checking Account Balancing
- Review and Reconcile Statements
- Banks, Credit Cards, Investments, Insurance
- Bank Deposits
- Healthcare Insurance Claim Assistance
Periodic Work or One-Time Service
- Overall Financial Health Check
- Budget Preparation
- Annual Review of Legal Documents
- Organization of Documents for Tax Accountant
- Organization of Legal, Medical, and Financial Documents After the Death of a Spouse
- Notary Service
Click Here to Add a Title
Click Here to Add a Title
Contact me today to request a free initial consultation.