As an older adult, in order to maintain a standard of living beyond years of working, saving and investing, you also need to effectively manage your money now.
Living on a fixed income within a budget and managing bill paying and tax filing can be stressful. Add additional paperwork from medical expenses, assistance services, senior housing and more can strain the standard of living you deserve.
My 4-Step Financial Wellness Program™ may be the key to your peace.
Here’s how it works:
1) Free Financial Checkup
During this free, no obligation, 60-minute interview, we clarify your financial and lifestyle goals. We discuss what specific things will help you get control of your finances. You determine where and how we meet – at your home, possibly a nearby coffee shop or on the phone.
2) Senior Financial Evaluation™
Moving forward to working together, we evaluate where you are and where you want to be financially. This groundwork paves the way for success, to help maximize your income and avoid needless expenses.
3) Money Management
This practical segment addresses all your current and potential sources of income. With that information, we then create a spending plan to help ensure your daily and monthly expenses are met.
The Money Management System includes:
- Daily money management
- Bill paying and bank statement reconciliation
- Financial record organization and maintenance
- Portfolio review and tax planning
- Weekly or monthly in-home visits (as needed and agreed to by you)
4) Professional Support Network™
Your Financial Wellness is a part of your overall wellness. In order to maintain your standard of living, we identify and may refer you to additional services of other trusted professionals, including:
- Home health services
- Transportation for seniors
- Legal and accounting assistance
- Meals on Wheels
- Visits from senior companions
I am confident my 4-Step Financial Wellness Program™ provides a comprehensive approach to help you feel financially independent. Knowing exactly what your financial resources are, where your money is going, that paperwork and bills are handled timely, allows you to enjoy more time doing what you love with those you love.
Contact me today to schedule your no obligation Free Financial Checkup!