Compass Personal Business Management
Compass Personal Business Management provides personal business assistance to individuals who have difficulty in managing their personal finances.  The services of Compass Personal Business Management meet a wide variety of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts.  Our services are used by a variety of individuals from senior citizens, busy professionals and individuals who just don't have time to deal with their daily personal management needs.  The following is a sample of daily money management services offered: Reconciliation of bank and other accounts Making bank deposits Review of credit card statements and other statements for accuracy Organization of bills and invoices, including scheduling of payments and preparation of checks for the client's signature Preparation of cash flow, investment and activity reports Preparation of computer records to track spending and income, to assist in the filing of tax returns Coordination of other professionals, such as lawyers, bank officiers, tax accountants, or financial advisors.   Sorting and reviewing mail Organizing files and paperwork.  Maintaining organizational systems for easy information retrieval Prepare financial records for use in tax returns and estate planning Document management Tracking of income from all sources Care Facility and Nursing Home Research     Home Repair – Help in obtaining and monitoring home service providers (plumbers, home repair, electrical, lawn maintenance, heating and cooling).    Help finding and monitoring:  Maintenance Services, Home Care, Financial Planners,  Attorneys, Transportation Services Problem Solving Relocation Services
Compass Personal Business Management Waterford, Michigan 48327-1124 248-535-8209 email: robb-compass@hotmail.com Robb Harner, BA, CSA	Compass Personal Business Management does not offer investment and legal advice, and does not sell any investment or insurance products. Important: Certified Senior Advisors (CSA)TM have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors.  Know what those licenses, credentials and education signify.  The CSA designation alone does not imply expertise in financial, health or social matters.