Financial Management

Our knowledgeable Financial Managers provide peace of mind when it comes to handling your finances, organizing critical documentation and paperwork, reviewing insurance programs and overseeing your other daily money matters.

Your customized financial plan may include:

  • Budget development
  • Asset and personal property inventory
  • Asset and property management
  • Coordination of tax documentation and assistance filing tax returns
  • Monthly financial statements
  • Fraud victim advocacy
  • Community financial resource coordination and education
  • Reviewing and paying monthly bills on time
  • Reconciling bank and investment statements
  • Organizing paperwork and mail
  • Insurance review
  • Benefits and Medicaid/Medicare enrollment
  • Selection of healthcare and prescription plans
  • Reviewing and monitoring (EOBs) Explanation of Benefits