Reduce Your Stress and Enhance Your Life With Our Expert Daily Money Management Services
Our services can be tailored to your individual situation. From basic consultation to full personal money management services, we have options to meet your needs and budget!
Organization and Planning Services
See how we help clients organize their finances and estate
Life Log – Preserving Your Legacy
Advocate Money Management offers a comprehensive service called the Life Log to help clients meticulously organize and document their finances, estate, important contacts, and vital records. Developed through our own extensive research and experience, the Life Log is a proven methodology designed to be all-inclusive, ensuring that every critical detail is accounted for.
By using the Life Log, you are giving your children an invaluable gift. When the time comes for them to step in and act on your behalf or execute your estate, they will have a clear, organized record of all essential information, significantly reducing their stress and uncertainty. This thoughtful preparation allows them to focus on what truly matters during a difficult time, knowing that everything is in order and easily accessible.
The Life Log is more than just a service; it’s a way to provide comfort and support to your loved ones when they need it most.
Budgeting
Advocate Money Management provides personalized services to help clients organize their finances by creating a balanced budget, cash flow plan, and savings plan. These plans are designed to ensure clients can meet their current responsibilities, achieve their future goals, and preserve their financial legacy.
These budgeting services are particularly beneficial for single moms, individuals learning to budget after a divorce, and seniors who find their money isn’t stretching as far as they expected in retirement. We understand the unique challenges these groups face and offer tailored tools and support to help them navigate their financial journeys with confidence.
By working with Advocate Money Management, you can gain confidence knowing that your finances are in order, allowing you to focus on what truly matters in life.
Tax Return Preparation
Advocate Money Management offers a valuable service to help clients gather all the necessary documents and receipts for their tax return. We meticulously assemble everything and provide it to your CPA or tax preparer in the exact format they request and address follow-up questions they may have to ensure you are getting the maximum return possible.
This service is designed to take the stress out of tax season, ensuring that all your paperwork is organized and complete. By entrusting us with this task, you can rest assured knowing that you are getting the tax benefits you deserve.
Account Management Services
See how we can take the burden off your plate
Personal Bill Pay Services
Advocate Money Management offers personal bill pay services that utilize the budget and cash flow plan we’ve developed together. We work with you to document all your bills and take responsibility for ensuring they are paid securely and on time according to the plan.
If a bill increases or an issue arises with an account, we will follow up with the provider on your behalf to resolve it. This bill pay service is especially beneficial for elderly clients who wish to maintain their independence and for other clients looking to reduce stress.
With our personal bill pay services, you can be assured that your financial obligations are being managed efficiently and reliably.
Account Monitoring and Reconciliation
Advocate Money Management offers comprehensive account monitoring and reconciliation services. We regularly oversee your bank accounts, insurance payments, and other financial accounts to ensure that all transactions align with the plan we’ve created together.
If any issues arise, we will promptly follow up with the provider on your behalf to resolve them. This bill payment service is designed for seniors and anyone else who may have difficulty keeping track of details or who don’t have the time to focus on ensuring the security of their own money.
With our support, you can have peace of mind knowing that your finances are being carefully monitored and managed.
Mail Management
Advocate Money Management offers mail management services to help you stay organized and stress-free. We monitor your incoming mail, sorting through important items and weeding out the junk. For crucial business items that require follow-up, we provide support and act as your advocate.
This service is particularly beneficial for older clients and those who travel frequently, ensuring that nothing important slips through the cracks. With our mail management services, you can trust that your mail is being handled efficiently and securely.
Power Of Attorney
Ideally, clients appoint a trusted friend or family member who knows and loves them as their power of attorney. In such cases, we collaborate with the client and their appointed power of attorney to execute decisions and alleviate the administrative burden.
However, not everyone has a trusted person available for this role. For those individuals, Advocate Money Management can step in as their financial power of attorney. Due to the increased level or responsibility, this service is offered very selectively, and clients must demonstrate that they have no other viable options.
With our support, you can trust that your financial matters are handled responsibly and with the utmost care, providing you with assurance that your finances will be used as you intend.
Consulting and Research Services
Let us be your personal financial advocate
Personalized Daily Money Management Consulting
Advocate Money Management offers flexible consulting services tailored for Daily Money Management DIY’ers and adults managing their parents’ finances (the “sandwich generation”). Whether you need a one-time session to tackle a specific issue or ongoing support to navigate the complexities of taking over a parent’s finances, setting up your own budget, or addressing any other financial challenge, we are here to help.
Managing an aging parent’s finances can be especially challenging when they have dementia or cognitive decline. If your loved one is spending or giving away money unwisely, you may feel lost trying to figure out how to protect them and their legacy.
We provide advice, ideas, and information on available tools and resources based on years of experience, training, and research. If we don’t have the answer, we’ll do the research for you and tap into our nationwide network of experts to find the expertise you need. If necessary, we’ll refer you to a trusted specialist who can delve deeper into topics requiring a specialized skillset.
Our goal is to act as your trusted advisor and advocate, helping you succeed and reduce your stress. You don’t have to figure everything out on your own. Save time and gain confidence by getting guidance from those who have already been there and have access to a wide network of resources to find the answers you need. We’re here to support you every step of the way.
Professional Services Coordination
Advocate Money Management coordinates with other professionals, such as accountants and attorneys, on your behalf. Acting as your personal project manager and advocate, we ensure that all parties are working together seamlessly and that your best interests are always being served.
With our professional coordination services, you can have peace of mind knowing that your financial affairs are being handled efficiently and effectively, allowing you to focus on what matters most to you.
Paperwork Assistance
Advocate Money Management offers paperwork assistance services to help you manage overwhelming tasks like insurance claims, benefit applications, loan applications, and other important paperwork. We assist you in filling out forms correctly, assembling the necessary supporting documentation, and navigating the technical aspects of online processes.
Our goal is to make these tasks as stress-free as possible, ensuring everything is completed accurately and efficiently. With our support, you can feel confident that your paperwork is in good hands, allowing you to focus on other important aspects of your life.
Research and Analysis
Advocate Money Management provides thorough research and analysis services to support your financial decisions. Whether you’re considering the impacts of a large purchase, exploring cost options for various products or services, or researching available benefit options, we are here to help.
We conduct detailed research and present you with an easy-to-understand summary, enabling you to make informed financial decisions with confidence. Our goal is to simplify the decision-making process and ensure you have all the information you need to choose wisely.
With our support, you can navigate complex financial choices with ease, knowing that you have a trusted partner by your side.
After Loss Support
Advocate Money Management offers compassionate After Loss support services for clients named as an executor or trustee responsible for settling a loved one’s estate. We will guide you through the process, offering both guidance and tactical support. If legal or other specialized services are needed, we will refer you to a trusted advisor.
Our goal is to ease the burden on you during this difficult time, allowing you to focus on your own well-being and maintaining harmony within your family. With our support, you can navigate the complexities of estate settlement with confidence and peace of mind.
Ready to Simplify Your Financial Life?
