WHAT WE DO
As your Daily Money Manager - "Personal Advocate" help people free up time, reduce stress and get more organized by providing various services customized to each client for financial protection and overall well-being.
SAMPLING OF SERVICES OFFERED:
* Bill Pay & Mail Management
* Fraud & scam oversight
* Money Management & Debt Elimination
* Account reconciliations
* Organize tax information/ documents
* Transitions from the hospital, home, and care facilities
* POA & Executrix
* Assist as you navigate your estate planning matters
* Help to schedule and coordinate appointments
* Light errands (i.e. medical appointments)
* Forms assist
* Work with your other professionals to satisfy individual needs
* Provide updates to all involved parties upon client's request
* Ultimately your "Personal Advocate"
VALUE OBTAINED
- Compassionate, personal-focused attention eliminates some of the time-consuming but daily essentials.
- For loved ones, family, and yourself = less stress and anxiety with the collaboration of resources.
- Allow you to devote your attention and energy to living life to its fullest with more peace of mind.
- For your protection, Advocating 4 U Life Services, LLC is fully insured & background verified.
- All personal information is strictly confidential.
