Compass Personal Business Management
Compass Personal Business Management services can be extremely helpful for senior citizens. Robb Harner is a Certified Senior Advisor (CSA), who is trained to recognize the specific issues that are important to seniors, their families, and caregivers.  Whether an individual has a medical issue that makes it difficult for them to keep up with their finances, or they simply are very active individuals, whose daily schedules make it difficult for them to find time for their own paperwork.  Compass Persoanl Business Management takes the burden of financial management off the senior client so they have time for travel, socializing or activities In some cases; seniors have a need for daily money management services due to a physical condition brought about by the aging process. These issues include decreased vision, limited mobility or other conditions that may limit ability, and can affect a senior's ability to follow through on daily tasks. Many seniors are so busy with active lives, that their travel and social schedules make it difficult for them to keep up with their financial paperwork. Others simply don't want to be bothered with administering their financial affairs, and would rather have someone else manage their affairs for them so they can maximize their time for other activities.  It is essential for seniors and their families to know that bills are paid along with appropriate allocation of assets and income. If a Personal Business Manager recognizes that a client is in any way in trouble due to impaired vision, physical limitations, or confusion, we can make referrals to community resources, including geriatric care managers, attorneys, and accountants. Personal Business Managers do not take the place of other professionals. In many cases, Personal Business Managers work closely with them in seeing our mutual clients receive the attention and service they need. Compass Personal Business Management can offer the senior client freedom and peace of mind.
Compass Personal Business Management Waterford, Michigan 48327-1124 248-535-8209 email: robb-compass@hotmail.com Robb Harner, BA, CSA	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.