Here at Personal Money Mattes we supply our customers with:

• Supporting Seniors in their goal to retain their financial independence by helping manage bill payment, cash flow, banking and medical claims, etc. on a routine basis.
• Prepare Tax Records for Accountants, sometimes going back 3-4 years with complex situations requiring detailed scheduling and documentation
• Supporting Clients with physical or mental conditions such as dementia, stroke, cancer, developmental disabilities, loss of sight and hearing; as well as widows and widowers and clients who are executors of estates
• Implement and Manage financial systems like Quicken
• Provide Financial Record Keeping for individuals and their "schedule C" businesses, real estate properties and family businesses
• Develop budgets, cash flow and short-term financial plans and debt management. Work with clients with irregular income streams, clients who are accumulating assets and clients who are drawing upon assets in retirement
• Facilitate re-registration of assets into Trusts and implement beneficiary changes in accordance with estate planning
• Complete a Financial Inventory so that all documents are located and properly updated and maintained
• Insure that routine financial matters are being completed and that areas of vulnerability are minimized. Eliminate chos due to the accumulation of financial records
   

• Senior Citizens who would benefit from assistance in retaining their financial independence
• Busy Professionals who wish they had the time to manage their personal affairs as they desire
• Heavy travelers who are not in town enough to keep their financial life in order
• Disabled or handicapped individuals who need support managing their personal affairs
• Entrepreneurs
• Individuals who do not find managing their financial matters easy