Do you feel overwhelmed by paperwork? Are you worried about late bill payments, overdrawn accounts, or accumulating credit card debt?
If paying bills and tracking your finances has become too challenging, I can get your finances under control. Working together, I will make sure that your bills are paid on time, insurance claims are filed promptly and followed up. Together, we can prevent late payment penalties, budget slippage, overdrawn bank accounts, suspicious credit card charges, losing utilities and other services, lapsed insurance coverage, and other problems.
With special knowledge of the health insurance industry, I can help you get maximum coverage and minimum out-of-pocket payments. You can expect me to interface directly with your insurance carriers and healthcare providers to make sure that you get the best care at the lowest cost to you.
I will track your finances regularly, helping to prevent elder fraud, keeping you within your budget, and delivering peace of mind. I can assemble documents for your tax preparer, getting you free of the paperwork burden.
Professionalism, compassion, transparency, and accountability
Working with me you can expect the highest levels of attention to detail and professionalism, mixed with compassion in everything I do for you. My services are based on developing a strong relationship with you and your family based on communication and trust, with full transparency and accountability in all areas of our involvement.
I am a registered and insured member of the American Association of Daily Money Managers. Take the first step to getting your finances under control. Reach out today for a free consultation.
Protect your finances
As a daily money manager, I help you with bill paying, budgeting, medical claims, and whatever you need to sort out and protect your finances.
I can help you pay your bills on time, prepare what you need to pay your taxes, and protect your finances from elder fraud.
Care and trust
Care and compassion are involved in everything I do for you. My services are based on developing a strong relationship with you and your family based on communication and trust, with full transparency and accountability in all areas of our involvement.
Vera is a registered and insured member of the American Association of Daily Money Managers.
Dealing with the complications involved in administering an estate while you are in the throes of grief can be overwhelming and expensive.
After the loss of a loved one, I can work with your personal representative or executor in efficiently carrying out all of the tasks involved in administering an estate.
I can work with your representative or attorney to:
- Deal with creditors, taxes, and other expenses
- Sell or transfer ownership of property, including houses, cars, and more
- Close or consolidate bank accounts
- Cancel credit cards and other services
- Change the name on electric bills, internet bills, and other service accounts
- Efficiently prepare paperwork and documentation as needed
- Do the groundwork so that you can concentrate on your needs as a family
- And more
We take exquisite care of our clients. Call now for your free initial telephone consultation, or just fill out the form and click Send.
We can help you from the comfort of your home if you live in Montgomery County, Maryland or the Washington D.C. metro area. Contact us for details.