7.
Balance checkbook
Open and sort mail
Review and analyze bills
Prepare checks for signing and mailing
Prepare and deliver bank deposits
Review and analyze credit report
8.
Balance checkbook
Open and sort mail
Review and analyze bills
Prepare checks for signing and mailing
Prepare and deliver bank deposits
Review and analyze credit report
Budget & cash flow management
9.
Balance checkbook
Open and sort mail
Review and analyze bills
Prepare checks for signing and mailing
Prepare and deliver bank deposits
Review and analyze credit report
Budget & cash flow management
Contact payees if there are billing errors
10.
Balance checkbook
Open and sort mail
Review and analyze bills
Prepare checks for signing and mailing
Prepare and deliver bank deposits
Review and analyze credit report
Budget & cash flow management
Contact payees if there are billing errors
Negotiate credit card and utility rates
13.
Organize documents for tax preparation
Organize investment documents
Provide user friendly financial reports
14.
Organize documents for tax preparation
Organize investment documents
Provide user friendly financial reports
Set up filing system for bills & important papers
15.
Organize documents for tax preparation
Organize investment documents
Provide user friendly financial reports
Set up filing system for bills & important papers
Interface with other professionals: CPA,
financial advisor & attorney
16.
Organize documents for tax preparation
Organize investment documents
Provide user friendly financial reports
Set up filing system for bills & important papers
Interface with other professionals: CPA,
financial advisor & attorney
Access to other service providers and
professionals
17.
18.
19.
20.
21.
22.
Insurance rates are often tied more to your
credit score than your driving record!
23.
Insurance rates are often tied more to your
credit score than your driving record!
The better your credit score, the lower your
loan rates.
24. Hiring us to maintain your finances could result in
a higher credit score and therefore lower
insurance & loan rates.
27.
Overdraft fees average: $30 each
Credit card late fees: $26 - $35 each
3% increase in interest rate: $30 per $1000
28.
Overdraft fees average: $30 each
Credit card late fees: $26 - $35 each
3% increase in interest rate: $30 per $1000
“Over Limit” fees: $$$$
29.
Overdraft fees average: $30 each
Credit card late fees: $26 - $35 each
3% increase in interest rate: $30 per $1000
“Over Limit” fees: $$$$
If you are experiencing any of these fees, yKnot
can put those dollars back into your pocket!
30.
31. Many seniors and those with disability or memory
loss can maintain their independence with just a
little bit of help.
32. yKnot Services can reduce stress by assisting
with money management, bill paying and other
personal bookkeeping.
