image78

OUr Services

Daily Money Manager Services & Fees What types of tasks will PRINCIPLED MONEY MANAGEMENT LLC handl

 


The work done by PRINCIPLED MONEY MANAGEMENT LLC depends on specific  client needs. However, the scope of our work generally includes the  following:

  • Bill paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign
  • Balancing checkbooks and maintaining organization of bank records
  • Preparing and delivering bank deposits
  • Budgeting
  • Organizing tax documents and related paperwork
  • Negotiating with creditors
  • Deciphering medical insurance paperwork and verifying proper claim processing
  • Providing referrals to legal, tax, and investment professionals
  • Assisting with financial plans for moving from one's home to a retirement community
  • Acting as power-of-attorney, estate executor, personal trustee
  • Maintaining client's financial calendar
  • Preparing reports: 
    • cash flow
    • spending vs. budget
    • investment performance
  • Investment tracking: 
    • Portfolio analysis
    • Reconciliation of brokerage reports
  • Long-term net worth and cash flow forecasts
  • General organization assistance

Learn More

 

What will the services of PRINCIPLED MONEY MANAGEMENT LLC cost, and what are the billing methods?

PRINCIPLED MONEY MANAGEMENT LLC charges for its services on an hourly  basis. In addition to the hourly rates, the individual manager charges  for mileage and for out-of-pocket expenses, such as postage and long  distance charges for calls made on a client's behalf. A PRINCIPLED MONEY  MANAGEMENT LLC manager will provide an initial one-hour assessment of  individual needs and submit a proposed plan for no charge.

Work With Us

Will I be giving up my independence if I hire PRINCIPLED MONEY MANAGEMENT LLC?

On the contrary, the assistance of a PRINCIPLED MONEY MANAGEMENT LLC  manager is often the critical piece of life's puzzle that allows many  seniors to avoid guardianship or loss of independence.

Please contact us for references.

Find out more