Is your loved one beginning to have difficulty managing all the bills, insurance information and day to day financial affairs?Are you concerned that this may leave them vulnerable?

Do you wish to maintain your independence but find it is becoming difficult to manage all the paperwork and bills?

Does it seem difficult to find the time to sort through all the bills and organize your files as you would like to do?

For many reasons, individuals may find the services of a Daily Money Manager meets their needs and allows them to live life to the fullest.

Aging Wisely offers the services of a Daily Money Manager, to provide assistance to clients who have difficulty managing their personal monetary affairs. This service offers a cost-effective way for clients to get assistance with organizing, bill paying, balancing checkbooks, and reviewing statements, from a trusted source. This program does not replace the services of other professionals, such as CPAs, banks, financial planners, and attorneys, but assists clients with daily affairs and helps maintain records and information that is essential for these professionals.

Some of the services that may be provided:

• Bill paying, preparation of checks, deposits
• Balancing checkbooks and organizing bank records
• Organizing files for tax and other purposes; general organization
• Phone calls concerning incorrect bills, or to ascertain relevant information
• Deciphering insurance information and assistance with claims
• Setting up automated accounts or other means to efficiently handle household finances
• Review of offers, estimates, etc. to assist clients in ensuring legitimacy and appropriateness of services or purchases
• Referrals to needed professionals, such as CPAs, attorneys, financial professionals

Pat Bickel, Daily Money Manager

These services are provided by Pat Bickel, Daily Money Manager. Pat graduated from Ohio Wesleyan University with a business degree. She spent most of her career assisting her husband’s Certified Financial Planning business. Pat worked in social services for many years including the Red Cross and the YWCA.

Since retiring, she enjoys her four children and seven grandchildren most. Pat is involved in many volunteer experiences such as Neighborly Care Network, Stephen’s Ministries, Heritage Village demonstrator, and a local food pantry. Pat brings the right combination of experience and efficiency to this position.

Aging Wisely is a licensed, bonded and insured company, with over seven years serving seniors and disabled individuals throughout the Tampa Bay area. Contact us at (727)447-5845 or toll free (888)807-2551 for Daily Money Management or other services.

Contact Aging Wisely for additional assistance or questions regarding any of your healthcare needs.