 |
 |
 |
 |
 |
 |
| FMM and YOU |
 |
Folk Money Management provides personal business assistance to clients who have difficulty in managing their personal household affairs. The service meets a need from organizing and keeping track of financial and medical insurance papers to assisting with check writing and maintaining bank accounts. |
| WHO NEEDS OUR HELP? | ||
| FMM is for those: | ||
| · | Who have careers that make it difficult for them to find time for their own household paperwork. You may not be financially poor but you could suffer from time poverty. | |
| · | People with medical issues which simply make it difficult to keep up with their finances. | |
| · | That find performing their household finances is not how they want to spend their free time. | |
| Within the senior client base, many have a need for FMM due to a physical change precipitated by the aging process, such as limited vision, arthritis or other conditions that limit their ability to handle such matters. Others are so active that it’s difficult to keep up with the paperwork and they prefer to simply let someone else handle those chores for them. | ||
| It is not uncommon for the adult child looking for help for their parent(s) to seek out FMM’s assistance if the child does not feel they have the time, desire or ability to maintain their parent(s) affairs. It is also possible that the parent(s) simply doesn’t want their finances made available to their offspring. | ||
| DO YOU STILL NEED OTHER PROFESSIONALS? | ||
| Folk Money Management (FMM) does not take the place of other professionals in the tax, accounting, investment or legal fields. | ||
However, FMM does organize and maintain accurate records so that a client can easily compile the necessary information for tax preparation or other documentation that accountants, investment, or legal professionals may need. FMM does not offer tax, investment or legal advise. FMM will be able to recognize pertinent personal issues and refer you to your own professional advisor or refer you to other professional people or organizations qualified to provide other services you may need. FMM can also assist in discussing your situation with your tax, investment or legal adviser and submit the appropriate documentation as they may request to make informed decisions regarding a matter of concern. |
||
| WILL I BE GIVING UP MY INDEPENDENCE IF I HIRE FMM? | ||
On the contrary, money manager services allow many people to avoid the loss of independence by having a thorough knowledge of their personal financial matters and the associated peace of mind. |
||
| For example, if you find that you are late in paying bills or do not understand certain financial forms, often times a monthly visit will allow you to keep your financial affairs under your own control and allow you to keep track of your situation so as to avoid errors which could eventually become costly or cause unnecessary grief. | ||
| The involvement in a client’s personal financial affairs should never be intimidating and that once a business relationship is established you will wonder how you managed without our help or the convenience of having our service available. | ||
You can get started with a complimentary meeting to discuss your needs and determine how FMM may be of service. |
||