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Families benefit from financial management by a daily money manager.

Daily Money Management to Simplify Your Life

Fiscally Focused  provides customized services to manage your personal financial and organizational tasks such as paying bills, monitoring and reconciling bank and credit card statements, tracking medical claims, developing spending plans, managing mail and paperwork, organizing tax documents and much more. We work closely with our clients to keep their financial matters in order and ensure they are regularly maintained so that nothing falls through the cracks.

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Fiscally Focused is passionate about providing the highest level of services. We understand that all clients are different and we carefully tailor our services to fit the unique needs of each individual. There is no such thing as a one-size-fits-all solution, so we will always take the unique needs of a client into consideration before providing any daily money management services. We establish relationships with our clients based on trust, good communication, transparency and the highest standards of personal and professional ethics.

 

Fiscally Focused offers a wide range of services which vary depending on a client's needs.

Daily Money Manager provides bill payment and other financial management services to help you stay organized.

SERVICES WE OFFER

  • Review and pay bills

  • Reconcile bank, investment and credit card statements

  • Track expenses and prepare spending plans and budgets

  • Verify processing of medical claims

  • Review payments to medical providers and insurance companies

  • Submit and monitor long term care claims

  • Negotiate with creditors

  • Monitor accounts to guard against fraud and scams

  • Manage mail and paperwork

  • Organize record keeping and financial documents

  • Gather and assemble tax documents

  • Collaborate with a client's legal, tax, and investment professionals

WHO CAN BENEFIT FROM OUR SERVICES

Older adults and active retirees benefit from daily money management services.

Older Adults and Active Retirees

Families and caregivers benefit from daily money management services.

Families and Caregivers

Those experiencing a change – divorce, separation, death in family -- benefit from daily money management services.

Those in Transition

Busy professionals benefit from daily money management services.

Busy Professionals

A Daily Money Manager can give you peace of mind and reduce the stress of dealing with everyday financial matters.

A Daily Money Manager can give you peace of mind and reduce the stress of dealing with everyday financial matters.

Are you struggling to keep up with paying your bills on time due to time constraints or other challenges?

Do you have a parent who can no longer handle their daily personal finances?

Have you experienced a change in life situation making it difficult to focus on your day-to-day financial matters?

If any of these questions resonate with you, please contact us to discuss how Fiscally Focused can help.

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