Simple Solutions DMM
Services
Simple Solutions Daily Money Management LLC is based in Madison, Wisconsin, and serves clients in metro Madison and southwest Wisconsin.
Bill Paying
I can help reduce the anxiety of needing to remember when your many bills are due. Together, we will determine the best approach for your situation, such as setting up automatic bill payments or providing direct, real-time assistance in your home to ensure bills are paid accurately and on time. I can also investigate confusing or questionable charges on your behalf.
Budgeting & Reconciliation
In addition to bill paying, I can monitor and reconcile bank and credit card accounts and track income and expenses. This second set of eyes can be critical for seniors who often become targets for fraud.
Managing & Organizing Records
Keeping bank statements, receipts, and other paperwork organized can be challenging. Simply managing the mail that comes into your home every day takes time and energy. I can handle your mail and put your paperwork and documents in order, both for you and for other professionals you work with, as needed.
Additional Services
While assisting with budgeting, bill paying, and more, I can also investigate questionable or confusing charges identified by my clients or me. I can assist with insurance claims and partner with other professionals and family members as needed, including out-of-town adult children, to ensure holistic support and information-sharing occurs.
Let's Connect
Get in touch today for a free consultation to see how Simple Solutions can help you. Services are billed based on an hourly fee.
