Senior & Assisted Living Consultant Throughout Illinois

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Money Management

Services to help people manage their money


Bottom Line Financial, Inc

Enjoy the things you like and leave your financial responsibilities to an expert you can trust

There are instances when an individual may benefit from a daily money manager, either temporarily or on an ongoing basis. When bills are not paid on time or if important documentation continues to get lost, then our services may meet your needs. Our clients are senior citizens and their families, professionals, anyone in transition or who needs assistance handling financial paperwork. We advocate to ensure the well-being of our clients as well as their finances.

How we can help you:

  • Open, Review, and Sort Mail
  • Pay Bills (Client Signs)
  • Prepare Bank Deposits
  • Reconcile Checkbook
  • Create and Maintain File System
  • Organize Tax Information
  • Communicate With Family
  • Prepare Budget
  • Other Assistance Available Upon Request

847-987-0969
ifaat@bottomlinefinancial.com
www.bottomlinefinancial.com


My Personal Bookkeeper, Inc.

assisted living services My Personal Bookkeeper, Inc.

The team at MPB recognizes that certain financial and household matters are deeply personal, and managing them can be overwhelming even at the best of times. We work alongside our clients to support their day-to-day financial and household needs. The result is a relationship that provides peace of mind and allows them to maintain independence, while their families and professional advisors feel confident and secure that these matters are handled properly. We understand the need to provide ethical, confidential services, and we take great pride in consistently delivering these services to every client. Some of our most requested services include Bill Pay, Tax Organization, Insurance Claim Management, Mail Review and Filing. 

847-972-6822
info@MyPersonalBookkeeper.com
mypersonalbookkeeper.com


Positive Financial Solutions

assisted living services Positive Financial Solutions

Positive Financial Solutions provides assistance with your personal money matters customized to your needs. 

Personal assistance using Quicken or QuickBooks:​

+ Bill paying

+ Reconciling bank and credit card accounts

+ Organizing financial paperwork and tax records

+ Monitoring for fraud and financial exploitation

+ Household management assistance

+ Mobile notary services

+ Conversion from Quicken to QuickBooks Online

Daily money managers (DMMs) provide personal business assistance to clients who have time limitations or difficulty managing their personal or business monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with bill paying and maintaining bank accounts.

309 East Rand Rd
Ste 193
Arlington Heights, IL 60004

847-915-5806
rich@richkraybill.com
www.positivefinancialsolutionsllc.com

Contact Elderwerks

Finding assisted living or other types of senior care can be overwhelming and a time-consuming task. Elderwerks is a relationship-based company. We are dedicated to our families 24/7.

Contact Us

For your complimentary, individual consultation, or for help touring an assisted living community, call an Elderwerks Consultant today at 855-462-0100.

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