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IS A DAILY MONEY MANAGER?
Daily Money Management services meet a continuum
of needs, from organizing and keeping track of financial and medical
insurance papers, to assisting with check writing and maintaining
bank accounts. Daily Money Managers (DMMs) provide personal business
and social support assistance to clients who have difficulty in
managing their personal monetary affairs.
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WHAT KINDS OF TASKS CAN
A DMM HANDLE FOR YOU?
- Pay Bills
- Sort and file incoming mail
- Balance checkbooks and maintain organization
of bank records
- Organize tax documents
- Prepare and deliver bank deposits
- Review medical insurance papers and verify
proper processing of claims
- General organization assistance
- Provide referrals to legal, tax and investment
professionals
- Be a liason between clients, their families,
and community resources
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WHY PAMELA?
Pamela Nielsen Brehler is a compassionate,
dedicated individual with a background in older adult issues. She comes
to your home, giving you the individualized attention that inspires
peace of mind. She addresses a whole spectrum of financial needs,
including keeping in touch with your other professional advisors
and getting them paperwork or information they need, and getting
you connected with local resources. If your family is out of town,
they can feel confident that you are in good hands.
WILL I BE GIVING UP MY INDEPENDENCE IF I HIRE A DMM?
On the contrary, the assistance of a DMM can be
the piece of life's puzzle which allows an older adult to maintain
independent living. A twice-monthly visit from Pamela will allow
you to keep your finances under your own control--she'll help you
to keep track of everything, foresee problems, and avoid errors.
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PERSONAL
FINANCES MANAGEMENT
P.O. Box 2413
Chapel Hill, NC 27515-2413
Office Location-
1829 East Franklin Street
Suite 100A
Chapel Hill, NC 27514
919-932-6822
pbrehler@mindspring.com |
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