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EvenChecks And Balances (StPaul, MN)

Ad Type:   Wanted
   Posted:   2017-07-06, 03:11PM
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 • Monitor actual spending versus budget
• Manage special needs trust funds
• Reconcile checking/savings accounts
• Reconcile credit card statements
• Monitor credit card activity
• Prepare checks for monthly payment
• Prepare bank deposits — Arrange direct deposits
• Systemize bill payment schedules
• Process insurance claims
• Reconcile the myriad of medical bills with statements,
Explanation of Benefits, etc.
• Discuss billing questions with creditors and renegotiation options
• Open, review, shred mail
• Mail pick up and process
• References for community services
• Set up appointments
• Notary Public
• Attend meetings as liaison between client & other
professionals/advisors
• Attend planning sessions assessing nursing home,
assisted living, home-based care


651-393-5176

http://www.ecbmm.com

[email protected]

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