Daily Money Managment • Fiduciary Services • Advocacy • Day Maker
 
 
 
 

Maria is the owner of Senior Supportive Services. 

Daily Money Management Services

Collaboration Services

Daily Money Management Services

 

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 assistance to clients who have difficulty managing their personal monetary affairs.

  • Open, Sort and Respond to Mail

  • Pay Bills and Balance Checkbook

  • Prepare Checks for Signing and Mailing

  • Set up Online Banking and Auto-Payment of Bills

  • Reconcile Bank, Credit Card and Other Financial Statements

  • Prepare and Deliver Bank Deposits

  • Review Medical Bills and Explanation of Benefits

  • Negotiate with Creditors

  • Gather and Organize Data for Tax Filing

  • General Organization and Administrative Assistance

  • Attorney-In-Fact under Durable Power of Attorney for Healthcare and/or Finances to make informed decisions on your behalf when you are not able to do so.

  • Serve as Personal Representative for Estate Administration of your Will when there isn't a a family member available.

Fiduciary Services

Coordinating with other professionals on behalf of our shared client.​

  • Attorneys

  • Care Managers

  • CPAs

  • Financial Advisors

  • Healthcare Providers

  • Hospital Discharge Planners

  • Seattle Police Dept (Financial Exploitation Cases)

© 2017 Senior Supportive Sevices