Money Management Services San Diego, California
Are you worried that your day-to-day finances are being overlooked?
Gain the reassurance you need with Heidi Wolin’s services.
Personal Daily Money Management
Heidi will:
- Pay monthly bills. No more late fees!
- Manage cash flow
- Balance the checkbook.
- Recycle junk mail and bring important mail to your attention — so nothing is overlooked.
- Watch for ways to save you money.
- Set up a simple filing system (paper or electronic, depending on your preference) so you can find things easily.
- Budget and track income, expenses, and investments — no more surprises.
- Know where everything is at tax time with organized documents (Heidi does not prepare tax returns.)
- Concierge resource for other senior needs
Estate Records Management
- Organization of vital life and estate documents so they can be easily shared with loved ones
- Examples: wills and trusts, insurance policies, pensions, retirement and brokerage accounts, loans, titles to personal property, and contact information of medical, legal and investment advisors so everything can be found easily
- Tracking of digital accounts and passwords, location of and keys for security deposit boxes, and gate codes.
- Formatted and saved in both print and electronic files to easily share with your loved ones when they step in to help.
Small Business and Rental Property Recordkeeping
- Establish a simple system to file paper and digital records, so nothing gets lost
- Create a retention policy for financial records
- Capture financial transactions in Quickbooks, Quicken or Excel
- Teach time management skills so you get more done in less time
- Improve efficiency through organization
