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Daily Money Management services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts. Daily Money Managers (DMMs) provide personal business and social support assistance to clients who have difficulty in managing their personal monetary affairs.
Nielsen Associates can help you:
- pay bills
- sort and file incoming mail
- balance checkbooks and maintain organization of bank records
- organize tax documents
- prepare and deliver bank deposits
- review medical insurance papers and verify proper processing of claims
- general organization assistance
- provide referrals to legal, tax and investment professionals
- be a liaison between clients, their families, and community resources