Compass Personal Business Management
Compass Personal Business Management is a personal services company, specializing in providing personal and financial organization assistance to a wide variety of individuals, including senior citizens, retirees, busy executives, disabled persons, frequent travelers, employment transfers and anyone who might have difficulties or time limitations in managing their personal finances and paperwork. Compass Personal Business Management clients include people who have retired, or have lost a spouse/companion who had managed the daily household finances and paperwork.  Compass Personal Business Management clients also include individuals who are experiencing a debilitating illness or a physical disability and may not be able to manage their day to day personal financial affairs. Compass Personal Business Management provides assistance in the following areas: Daily Money Management Household Management Bill Paying Mail Sorting Reconciliation of Bank Statements Problem Solving Reconciliation of Investment Statements Reconciliation of Credit Card Statements Track Medical Insurance Claims Making Bank Deposits Negotiating with Creditors Organizing Tax Records Paperwork Management Budgeting Income Source Verification Form Completion Daily Money Management for Seniors Estate Planning Organization Daily Money Management for Disabled Persons Relocation Services Michigan Public Notary
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.