Money Management is simply complicated.
We understand for many people, money management can be hard. Automated systems and tools "claim" to simplify our lives, but managing personal finances continues to be a daunting, time consuming task.
This is especially true for someone:
• Following a death or divorce
• After receiving or distributing an inheritance
• Caring for an ill or aging family member
• Desiring organization of financial tasks
Financial advice and planning abound, but what do you do now, today, next month, next year?
We offer independent services with:
• No conflicts of interest
• No products
• No investments
Our Process - Step by Step
First, we work with you and your financial advisors (e.g., lawyers, investment advisers, insurance agents, bankers) to determine:
• Assets and liabilities
• Resources and obligations
• Personal financial needs
Then we do the work for you, carrying out tasks that may include:
- Reconciling bank and investment statements.
- Receiving your mail and payment bills after your approval.
- Preparing personal financial statements, monthly/quarterly/annually, including performance against budget.
- Working with vendors to verify amounts due (e.g., medical services, insurance premiums).
- Managing payroll for employees, domestic assistants, etc.
- Being available by phone or in person, including house calls when needed.
- Communicating and coordinating with the professionals on you team.
- Organizing assets for estate administration and working with executors and trustees.
Learn more about our Services!
To learn more about our services or to schedule a time to speak with our financial service team members - Contact Clara Wood directly at 615.577.9692 or our main office line 615.385.0686
Elder Care Services
As family members get busy and/or older, they may need help with their day-to-day financial tasks. As you have more demands for your time, you may experience the need for help with your own day-to-day financial tasks. The service we offer is not only for the elderly, but for those who would rather spend more quality time with their family or have more time to devote to the things in life that bring them enjoyment.
You’ll find that we can take much of the worry and stress out of your financial life. We are ready to assist you in the following areas…
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Reviewing and paying household bills, budgeting, and record keeping.
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Assistance with check writing and checkbook balancing.
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Making sure money is received, receipted, and deposited.
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Offering second opinions regarding household issues and unexpected situations.
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Planning retirement account distributions and safeguard against improper disbursements.
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Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
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Preparing an inventory of personal assets and investments.
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Identifying and planning their retirement income, needs, and goals.
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Determining current and long-term cash flow needs by analyzing income and expenses.
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Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
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Monitoring investment portfolio and other assets in conjunction with their investment advisor.
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Preparing, planning and filing income, trust, gift and estate tax returns.
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Providing referrals to local services and agencies.
Please feel free to fill out the form below to receive more financial planning help. We are glad to assist you in determining your direct needs and achieving the goals associated your finances.
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