Your Personal Money Manager

Cathy offers a broad range of services that help organize, manage, and track your personal files, finances, and medical insurance matters.

She can help you in any of the following areas:

  • Validate and pay bills

  • Communicate with billers as needed

  • Assure that all bills are paid on time

  • Reconcile credit card and bank accounts

  • Bank deposits and check orders

  • Medical claim management

  • Submit Long Term Care claims

  • Forecast spending for cash flow

  • Budget assistance

  • Estate administration assistance

  • Create detailed financial reports

  • Communicate with POA, attorney, accountant, and others as needed

  • Organize tax information for accountants

  • Process and file household papers and mail

Contact Cathy for a free consultation to see how she can help you. click here