Home Finance Care
Jennifer Criso, Daily Money Manager
Daily Money Management
Personal Financial Organization
We take care of your files…
so you can take care of your family
Is an elderly parent struggling with too much paperwork? Do they keep forgetting if they've paid their bills every month? Can't make sense of financial statements or having trouble getting documents to their accountant?
Home Finance Care can create a filing system, keep track of bills, make sense of financial documents and give you back your peace of mind. I can help your senior loved one stay independent and relieve your stress so you can focus on other aspects of their care. Is an elderly relative calling you all the time asking you to explain bills to them? Mail piling up? Getting phone calls from potential scammers? Signing up for subscriptions they don't need? Maybe you’ve been helping a neighbor who has no family by getting their mail and helping them write their checks, but what do you do if you want to plan a vacation? Get back to spending social time with your friend, and leave the tasks up to the professionals!
Every situation is different. I offer a plan tailored to your situation and work with you and your loved one's individual needs. Call or email me today, I offer a free no-obligation consultation to assess your situation and set up a plan. Haven’t heard of a daily money manager before? Services are listed below, check out my blog, or visit the website for the American Association of Daily Money Managers.
Serving Northern NJ including Morris, Passaic, Somerset, Hunterdon, Warren, and Sussex counties.
How can I help?
Caregiver Support
Have an aging parent? Overwhelmed with suddenly needing to manage their daily affairs along with your own? I can take that burden off you and provide you with frequent updates to give you peace of mind about your loved one.
Life-changing Events
Unexpected loss of a spouse, elderly parents struggling to keep up with their mail, sudden illness? Whether there has been a slow onset or a unforseen need, I can help.
Liason with Professionals
Are you a professional working with a client who can no longer easily communicate with you as needed? I can work with financial advisors, attorneys, accountants, aging life care professionals and designated Power of Attorneys to help save time and money.
Bill Paying
I can help organize 1099s, bank statements, K-1s, total medical expenses including travel to doctors, and submit them to your loved one's accountant, saving you from keeping track of everything yourself.
Tax Document Preparation
From setting up bills on autopay if they can no longer remember to mail payments, to helping someone with vision impairment fill out checks and balance a checkbook on a regular schedule, I do whatever is needed to ensure bills are paid on time and accurately.
Other services
Notary services.
Referral to other professionals and senior resources as needed
Billing questions
Insurance appeals
reimbursements
Have questions? Call for a FREE consultation
201-690-7241
I come to your loved one and work around their schedule, after the initial consultation we will set up recurring appointments to keep you on track and organized.
Please contact me for a personalized plan for your individual needs. I’m based near Morristown, NJ and I cover northern and western New Jersey including Morris, Union, Somerset, Warren, Sussex, Essex, Hunterdon, and Passaic counties and some surrounding areas.