Looking to simplify your life? No longer care to or have the time to take care of daily financial matters? Feel overwhelmed by complex details? Forget to pay your bills?
Are you traveling frequently? Find it too time consuming to track and reconcile your accounts? Pursuing hobbies and leisure activities?
Fiscal Fitness Resources can relieve you of daily money matters. Let us reduce your stress level, provide you with added time to pursue traveling and other fun activities, and give you the peace of mind that bills are paid on time, paperwork is submitted, and no details are missed.
Family members can feel overwhelmed with the sheer magnitude of help that is required to ensure that their aging loved one’s financial affairs are handled in a dignified, trusted, and capable manner. As a caring family member, you may not have the time, lack the expertise, live too far away, or juggling other responsibilities.
Whether your adult family member has experienced declining cognitive abilities, wants more time to pursue hobbies or travel, or recently lost the person who handled his money matters, we’re here to help.
At Fiscal Fitness Resources, we handle as little or as much of the day-to-day fiscal responsibilities as your family member needs. With notable care and attention to detail, your day-to-day financial matters are in capable hands. We’ll keep you informed with in-person meetings or phone calls. We break down the financial details and include monitoring, budgeting and reporting on all pertinent issues.
From lending a helping hand to fulfilling every financial task, we can provide just the right amount of help needed.
Whether you’re a geriatric care manager, attorney, accountant, investment advisor or other professional who is working with an older adult, you may need a competent, trusted professional to handle the day-to-day financial transactions for your client. Through our collaboration, we can offer the most compassionate, appropriate, and efficient service to your clients.
If you’re concerned about your clients’ ability to manage their daily personal finances, have a client who can remain independent with some assistance with money management and organization, or you need a clear understanding of your client’s income and cash flow, we would love to assist you.
Let us take care of the daily money matters, so your team can focus on their area of expertise.