Graceful Transitions provides assistance with all aspects of daily money management. We systematically organize mail, bills, insurance statements and other records to provide a sense of order and clarity to the array of paperwork that can quickly pile up. Daily money management assistance can help you stay independent, reduce stress and free up your time for more enjoyable activities. Your confidentiality is assured. We adhere to the principles outlined in the American Association of Daily Money Managers’ Code of Ethics and Standards of Practice.
Our range of services includes assistance with paperwork and organizing files as well as assistance with day-to-day financial matters. Specific tasks may involve sorting mail, organizing files, submitting and tracking health insurance claims, preparing checks for signature, submitting bank deposits, reconciling bank and credit card statements and tracking expenses for monitoring cash flow, tax deductions and/or for use in budgeting. Additionally, we can act as a liaison with your accountant, attorney, insurance agent and/or financial advisor.
You can remain as involved as you want to be. All work is customized to your specific needs and is done with attention to detail and professionalism. Your best interest is our top priority. We are fully bonded and insured.