Granite Rose Daily Money Management provides services for people who are too busy or can’t be bothered with bills, insurance, and phone calls. We deal with those nagging details that take the joy out of life.
Is the complexity of living in America is getting you down? Call Granite Rose. Our first consultation is free, and we’ll help you decide if a daily money manager can put the zoom back in your life!
What is a daily money manager?
- cleans-up your financial life.
- deals with complex insurance issues.
- confirms you have enough money to pay your bills.
- if you travel, empties the mailbox and organizes the bills to be paid.
- prepares your bills, and write checks, but never sign checks!
- prepares a full report each month on your financial condition.
Daily Money Managers do not:
- provide healthcare services,
- make meals,
- or drive clients to appointments.
Our Services
The goal is to make your life easier. Granite Rose will take on the tedious monthly bills and paperwork for busy baby boomers, their traveling parents, or people with disabilities. For an hourly fee, we pay your bills, make bank deposits, balance your checkbook, organize your tax information, negotiate with your creditors, but we never sign your checks or have access to your bank accounts.
A Daily Money Manager does not take the place of professionals in the accounting, investment, or social service fields; rather, their work complements the work of other professionals by seeing that financial and personal business issues are managed.
We do not offer legal, investment, or tax advice. However, I will help you address pertinent issues and refer you to the appropriate professionals and organizations.
- Bill-paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign.
- Balancing checkbooks and maintaining organization of bank records.
- Preparing and delivering bank deposits.
- Organizing tax documents and other paperwork.
- Negotiating with creditors.
- Deciphering medical insurance papers and verifying proper processing of claims.
- General organization assistance.
- Providing referrals to legal, tax, and investment professionals.
Call us at (916) 412-0625