Bills piling up.
Mail unopened.
Documents lost in the chaos.
It doesn't have to be this way.
Peace of Mind Daily Finances takes the weight off—handling the day-to-day financial tasks that steal time, create stress, and put aging adults at risk.
Peace of Mind Financial Services
Having a tough time keeping up with your bills, mail, and the usual admin of life?
Let us bring structure, simplicity, and organization to your daily financial chores.
How We Help
Financial
- Bill Paying
- Checkbook and Credit Card Reconciliation
- Budgeting
- Tax Preparation
- Track income and expenses digitally
- Monitor Accounts for Fraud and Exploitation
Administrative
- Mail Sorting and Management
- Set up Physical or Digital Filing Systems
- Provide referrals to resources
- Act as liaison with your accountant, lawyer, financial advisor
- Estate Organizing
- Special Projects as Needed
Medical
- Filing Health Insurance Claims
- Submitting Invoices to Long Term Care Insurance for Reimbursement
Are you procrastinating or feeling overwhelmed with :
Tackling that pile of mail?
Paying your bills on time?
Organizing tax documents?
Managing long term care insurance claims?
Maintaining a budget?
Helping a parent with their finances on top of your own?
Learn about our services
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Bill Paying and Organization
Checkbook balancing
Credit Card Reconciliation
Expense tracking
Transfer and track all finances digitally (optional, of course!)
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Mail Sorting and Filing
Guard Against Fraud
Provide Referrals to Resources
Act as a liaison with your accountant, lawyer, financial advisor
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Submit and track long-term care insurance reimbursements.
Resolve medicare errors
File health insurance claims
ABOUT ME
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
What Clients have to say
“Suzanne jumped right in to help my mother, who was losing her eyesight. My mother had great peace of mind and looked forward to Suzanne’s weekly visits so she could catch up on all the mail, emails, filing, and paying bills. She has also proven indispensable while wrapping up my mother’s estate. ”
“Suzanne jumped right in to help my mother, who was losing her eyesight. My mother had great peace of mind and looked forward to Suzanne’s weekly visits so she could catch up on all the mail, emails, filing, and paying bills. She has also proven indispensable while wrapping up my mother’s estate. ”
“My business keeps me so busy that the last thing I want to do is invoicing clients, sorting mail, checking on bills or gathering all the tax documents at tax time. Suzanne can.... ”
“Suzanne jumped right in to help my mother, who was losing her eyesight. My mother had great peace of mind and looked forward to Suzanne’s weekly visits so she could catch up on all the mail, emails, filing, and paying bills. She has also proven indispensable while wrapping up my mother’s estate. ”
SERVICES
-
Financial
• Bill Paying
• Checkbook and Credit Card Reconciliation
• Budgeting
• Tax Preparation
• Track income and expenses digitally
• Monitor Accounts for Fraud and Exploitation
-
Administrative
• Mail Sorting and Management
• Set up Physical or Digital Filing Systems
• Provide referrals to resources
• Act as liaison with your accountant, lawyer financial advisor.
• Estate Organizing
• Special Projects as Needed
-
Medical
• Filing Health Insurance Claims
• Submitting Invoices to Long Term Care Insurance for Reimbursement