Is There A Daily Money Management Service Columbia Sc

We are Personal Assistants for Bang-up Living

Busy Professionals

Agile Retirees

Adult Caregivers

Every bit Daily Money Managers, we provide personal business assist to clients who are besides busy, or have difficulty managing their personal monetary affairs, including:

• Bill pay, post sorting, and account reconciliation
• Tax organization and fiscal documentation
• Scam and fraud avoidance
• Domicile maintenance and service scheduling
• Medical insurance and claims support
• Quicken setup, management, and reporting
• Agent, executor, and probate support

We assist clients who are also busy or have difficulty managing their day-to-mean solar day finances. As members of the American Association of Daily Money Managers (AADMM), we provide the back up and services to encounter individual client needs and are bound by ethical standards to represent our client's best interests. From project-based organization and weekly visits, to support over extended vacations and emergency support services, we've got your back.

MemoryBanc and our employees are insured, bonded, and clear a rigorous background bank check. Our clients have complete control over who sees their information and how information technology is collected, organized, and protected.

Our services complement the work of legal, tax, and financial professionals. Nosotros offering in-habitation back up on a weekly, monthly, or equally-needed ground to meet individual and household needs.

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ABOUT OUR FOUNDER

Kay H. Bransford is the best-selling author of MemoryBanc: Your Workbook for Organizing Life. She has appeared on The Dr. Oz Bear witness, The Huffington Post, and BBC, in addition to many telly and radio programs, to educate families, caregivers, and retirees on why getting organized is important to the well-existence of every adult. The company Kay founded, MemoryBanc, received an "Older-Adult Focused Innovation" award from AARP Foundation, her Dealing with Dementia blog was recognized "Top Alzheimer'south Blog" by Healthline for both 2016 and 2017, and her workbook was named a "Book of the Year" by Today's Caregiver.

After caring for her parents for 5 years, Kay transitioned from a business development career to serve every bit a Daily Coin Manager. She has taught over 100 classes and workshops on life preparedness to help other families get organized and live well.

Kay H. Bransford
Founder
MemoryBanc

What families say about the honor-winning MemoryBanc solution for organizing documents, accounts, and assets.

"My husband and I were like many other couples. We had wills, and nosotros felt similar our 'estate' was by and large in guild. I paid some bills, he paid others … but in truth, we weren't 100 percent sure what the other did or where all our account information was."

Read their story

"My husband and I are already very organized. Only nosotros didn't have everything in one identify, and with 3 kids, nosotros couldn't help but wonder, 'What if?'"

Read their story

"…my husband'southward filing system made sense to him but not to me… and this book helped guide me, step-past-footstep, through the process of getting on paper everything I would need to know."

Read their story

Source: https://www.memorybanc.com/dmm/

Posted by: maurerwheirs.blogspot.com

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