Managing financial and banking obligations is time-consuming. Our Daily Money Management Services cover a wide range of tasks related to budgeting, bill payment, financial organization, and record-keeping and are designed to simplify your life.

What We Offer:

Our clients have busy lives or a disinterest in managing the minutia related to daily money management. Work-related travel or other demands can make it difficult to stay on top of personal monetary affairs. They can also be a daunting task when you or your loved one is also navigating health and wellness concerns. MonarchCare can help alleviate this stress by providing financial, clerical and recordkeeping support for you. We understand the highly personal and confidential nature of daily money management work and are insured and bonded for your protection.

Your initial meeting (in your home or our office,) allows us to document the current state of your financial affairs. Based on identified issues, you then choose from the following services:

• Budgeting: We establish a budget tailored to your financial goals and lifestyle. This may involve analyzing income and expenses, identifying areas for cost-saving, and creating a plan to achieve your financial objectives.

• Bill Payment: We set up automatic payments, manage online accounts, and track payment due dates to avoid late fees and penalties. We'll ensure your bills are paid on time, every time.

• Financial Organization: Arranging your financial paperwork (bank statements, bills, receipts, and other important documents) into a simple yet functional filing system will help you to make informed decisions in collaboration with your family or professional advisors.

• Banking and Account Management: Managing your bank accounts, including reconciling statements, monitoring balances, and detecting any unauthorized transactions or errors will keep your financial accounts in order and ensure accuracy in your records. We also have decades of experience in locating and reclaiming missing assets.

• Debt Management: Managing and reducing debt, including negotiating with creditors, consolidating loans, and creating repayment plans, will alleviate financial burdens. We can also decipher medical insurance claims and verify proper processing of claims.

• Financial Advocacy: Your daily money manager is happy to advocate for you in financial matters, evaluate your eligibility for public and private benefits and complete any benefit applications.

Overall, daily money management services aim to alleviate the stress and burden associated with managing personal finances, allowing individuals to focus on other aspects of your lives while ensuring financial stability and security.