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Compass Daily Money Management,
LLC provides personal business assistance to individuals who have difficulty in managing their personal finances. The
services of Compass Daily Money Management, LLC 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
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Compass Daily Money Management, LLC
P.O. Box 300857
Waterford, Michigan
48330
248-535-8209
email: robbharner@compassdmm.com
Robb Harner, BA, CSA
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Compass
Daily Money Management, LLC 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. Member of the
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