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| Our Services: |
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Our expertise covers a broad range of tasks. The actual work will depend on the client’s needs. However, an overview of the scope of the service includes but is not limited to the following: |
| Do you find you can use help in some of the following areas? | |
| · Bill paying, which includes calls to payees regarding incorrect charges. · Preparation of checks for the client to sign. · Balancing checkbooks and maintaining and organizing bank records. · Prepare and deliver bank deposits. · Organize tax documents and records. · Resolve issues with creditors, service providers and vendors. · Review medical insurance papers and assist is processing insurance claims. · Provide referrals to accounting, tax or legal professionals when appropriate. · Notary services · Help minimize identity theft. · Review home and auto insurance policies. · Discuss and establish a household budget. · Review credit card debt and the associated interest charges. · Ideas for restructuring debt obligations. · Review contracts for household repairs. · Discussion of the need for a will and ways to make it happen. · Ideas for Medicare plans A, B, C and D to fit your needs. · Ideas for paying down debt levels and how to go about it. · Organize records and set up a practical filing system that works. · Letter writing. · Assist in finding the best mortgage, line of credit and credit card sources. · Highlight warning signs that debt levels are becoming too high. · Assist the elderly against fraudulent solicitations. · Discuss other household financial concerns where FMM may be of help. |
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