Helping older adults manage their day-to-day financial affairs

Services

If you have an aging parent, an ailing or disabled friend, or anyone else who might need assistance with financial management, give us a call, and we’ll talk through it together. Let’s discuss your needs and see how our services may reduce your stress.

Here are some of the daily money management services we offer at Personal Finances Management:

  • Paying bills
  • Sorting and filing incoming mail
  • Balancing checkbooks and maintaining organization of bank records
  • Tracking credit card statements
  • Managing charitable solicitation requests and tracking charitable giving
  • Monitoring credit to prevent identity fraud
  • Filing long term care insurance claims
  • Assessing and resolving billing charges or fees
  • Verifying proper processing of medical claims
  • Preparing and delivering bank deposits
  • Organizing tax documents
  • Providing general organization assistance
  • Offering referrals to legal, tax and investment professionals
  • Serving as a liaison between clients, their families, other professionals, and community resources
  • Acting as agent under Power of Attorney
  • Serving as trustee or estate executor
  • Assisting with closing out a residence and preparing for sale
  • Assisting with funeral arrangements and final wishes (need to tweak language)

Please feel free to ask about additional services that may not be listed.

senior woman

What People Are Saying

"Our family attorney recommended Pamela Nielsen to provide accounting support for my mother. That recommendation became one of the MOST valuable and important steps for us as we structured a safe and secure world for mom. We are incredibly grateful for Pamela's excellent work, high level of service, compassion and patience, and meticulous attention to detail. She has become a dear friend of the family--including my mom! We thank our lucky stars EVERY DAY for the opportunity to work with this talented professional and wonderful person!!!"

~ MCF, Chapel Hill, NC