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

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. 

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.