OUR Services
What types of tasks will PRINCIPLED MONEY MANAGEMENT LLC handle?
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
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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.
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.