Professional Money Management - Quantified
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The document outlines various financial management tasks including balancing a checkbook, organizing documents for tax preparation, providing financial reports, and interfacing with financial professionals. It then discusses how hiring a financial management service can help reduce fees and expenses by improving credit scores and avoiding late payments or overdrafts. The service also helps seniors and those with disabilities or memory loss maintain independence with assistance managing money, paying bills, and bookkeeping. The company has 30 years of experience and is bonded and insured for client protection.
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Professional Money Management - Quantified
- 3. Balance checkbook Open and sort mail
- 4. Balance checkbook Open and sort mail Review and analyze bills
- 5. Balance checkbook Open and sort mail Review and analyze bills Prepare checks for signing and mailing
- 6. Balance checkbook Open and sort mail Review and analyze bills Prepare checks for signing and mailing Prepare and deliver bank deposits
- 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
- 11. Organize documents for tax preparation
- 12. Organize documents for tax preparation Organize investment documents
- 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
- 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.
- 25. Overdraft fees average: $30 each
- 26. Overdraft fees average: $30 each Credit card late fees: $26 - $35 each
- 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!
- 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.
- 34. 30 years experience! Bonded and insured for your protection!