We ensure that bills are paid in a timely and efficient manner, using automatic payments if appropriate. This includes (but is not limited to):
- Monthly maintenance or rent payments
- Home utilities such as gas, electricity, water, cable/internet
- Insurance premiums, for health insurance, home insurance, life insurance, or any other kind
- Medical bills not covered by insurance
- Quarterly estimated tax vouchers or IRS payment plan installments
We also maintain a password-protected Quicken file for each of our clients to monitor their income and expenses on a daily, monthly and annual scale to prevent and dispute fraud, ensure that income is received as expected, and give our clients and their families insight into their spending trends.