AnswerSmart offers personal financial management services ("Daily Money Management") to individuals. Our clients are:
- Busy people who want to ensure that their bills are taken care of.
- Business owners whose business and personal finances are connected.
- Seniors or disabled individuals who wish to maintain their independence but have difficulty managing their personal bills and finances.
- Frequent travelers.
- Credit-challenged individuals trying to rebuild their credit.
- Anyone who wants greater control over their personal finances, and more peace-of-mind.
Here's what we offer:
- All mail opened, organized, meticulously stored.
- Bills verified and paid.
- Checkbook balanced.
- Personal papers organized.
- Home payroll (for maids, nannies, etc) processed.
- Credit card accounts reconciled.
- IRAs, 401Ks, and other investment accounts reconciled.
- Monthly personal financial statements prepared.
- Year-end financial package put together for your tax preparer.
Benefits to our clients:
Meet your Personal Financial Goals: "Pay yourself first" financial management - ensure that your savings and investing goals are met.
Save Money on Late Fees: Late fees are eliminated when your bills are paid on time. Many of our clients save hundreds of dollars a month, or thousands per year, in late fees due to paying their bills just a few days late each month.
Repair your Credit: You can dramatically improve your credit in as little as six months by simply paying your bills on time. For many people, this is hard to do. AnswerSmart's Personal Daily Money Management service ensures that your bills are paid on time, every time!
Peace-of-Mind: Gain comfort in the security of knowing that no matter what, your finances are taken care of.
No More Paper Bills: Reduce paperwork in your home and save time by using our complimentary Mail Receiving service.
Easy Access to Important Personal Records: With AnswerSmart's Daily Money Management service, you never have to wonder where a certain receipt, bill, or record is. We'll methodically organize and store these items in your Document Library so that you will always have access to them, no matter where you are.
Budget More Effectively: AnswerSmart's Daily Money Management's clients find it much easier to create and manage a budget when their finances are under control.
Save Time: You'll have more time to do what you want to do when AnswerSmart takes care of the chores of opening and processing mail, verifying the accuracy of bills, writing checks to pay bills, and balancing your checkbook.
Greater Clarity and Control: Understand where your money is going, and where you stand financially, with monthly personal financial statements provided by AnswerSmart Daily Money Management.
Call 877-883-8324 today for a free evaluation of your personal financial management needs.