 Bill pay services are a safe and secure way to help manage month-to-month financial and record keeping chores. Managed by a CPA, Continuum’s bill pay services are designed to help maintain financial independence and to compliment the services of a financial planner, trust officer or advisor.
Take the Worry Out of Monthly Financial Chores
In order for us to obtain a full picture of lifestyle and financial habits and to determine monthly activities, a thorough assessment is completed, including:
An initial meeting with our accountant
Financial review of bank and financial accounts
Examination of previous check writing history
Assessment of household records
Assessment of medical and insurance documents
We understand that financial, medical and insurance information is very private and important. Your trust and confidence are of the utmost importance to us. Our bill pay services include:
Oversight of monthly and recurring expenses
Bill paying, analysis and reconcile checkbook on a monthly basis
Creation of monthly financial records
Organization of year end tax information
Tax preparation services (if needed)
Our bill pay services are just another way that Continuum can relieve the stress of daily living and allow you to focus on your own independence. Our services are perfect for individuals who:
Need assistance maintaining their financial independence
Would like to spend more quality time with their family
Have difficulty writing checks
Make inappropriate payments of medical bills
Fall prey to false solicitations
Have difficulty tracking checks and making deposits
Consistently misplace checkbook or bank statements
Have the potential to be exploited financially
Have frequent medical insurance issues
Our bill pay services are flexible and confidential. We can assist with the following:
Developing a proper record keeping system to organize household finances
Organizing and sorting mail
Writing checks
Ensuring expected income is deposited
Maintaining medical records
Being a client advocate for insurance reimbursement
Resolving billing disputes
Reconciling checkbook
Preparing monthly budget
Assisting with organizing paperwork for tax preparation
Acting as a liaison between legal and financial advisors
Choose Continuum’s bill pay services to help maintain independence and good financial health. Please call (314) 863-9912 or (636) 861-3336, or email us to find out more about Continuum’s services or to arrange for a FREE in-home consultation.
|
