After the initial setup and customization of your system, all of our services can be done on a regular basis, depending on your needs. We offer a range of services that are customized for each client. While we use our proprietary templates to both streamline the setup process (which saves
you time and money) and provide you with easy to find ongoing information, clients come to us at varying stages of being financially organized. We will work with what you have and over time; improve the documentation of your financial affairs.
After being in the banking industry for many years I was inspired to offer the services of a Daily Money Manager as I watched my Mom take on the daily and monthly needs of my Grandmother who could no longer handle the burden. I realized that many people are not as fortunate and do not to
have someone as caring and trustworthy as their daughter nearby. Also, sometimes the family is too overwhelmed with their own lives and unable to assist. This is the purpose of a Daily Money Manager (DMM).
At Full Circle Home Care, we aim to provide my clients with the highest quality assistance possible. We pride ourselves on providing individual attention and getting to know our client’s needs. We take the time to answer questions and explain matters in clear, concise terms.
Most people say they would have done it differently had they known all the options…What Are the Benefits of Using a Third Party to Manage Financial Obligations?
Research shows that on average using a third- party bill pay service to manage financial obligations saves a several hours per month.
Each month you will receive a report of the bills paid for you during the month and those coming due. The year- end report will make tax time a breeze.
More than 60% of seniors will be a victim of identity theft or fraud before they pass. Using a third party minimizes your risk.
A reputable third-party does not require social security numbers, credit checks, or a power of attorney. It’s easy to make changes anytime.
With an objective third party handling financial obligations and providing reports to interested parties monthly, there are no more family conflicts around this topic.
Questions? We’d love to hear from you — Simply call and we’ll be happy to answer any questions you have.