ELDER CARE SERVICES: NO NEED TO WORRY.

Serving the Needs of Seniors and Their Families

Carolina Money Minders provide daily money management and non-medical assistance as needed- day to day, weekly, and/or monthly. Services tailored for the Senior and the families caring for our older adults.

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Daily Money Management and Non-Medical Services may include:

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• Routine Visits to Maintain the Senior's Quality of Life

• Organization of Mail & Paperwork

• Set Up Filing System for Bills & Important Paperwork

• Bill Paying

• Reconciling Bank Statements

• Budgeting & Cash Flow Management

• Banking: including making Bank Deposits, Online Banking Accessibility

• Create an Inventory of Assets and Investments

• Fiduciary Monitoring & Auditing 

• Medical Claims Management 

• Review & Reconcile Credit Card Statements

• Coordination & Management of other outside services, anything from Lawn Care to Legal Services

• Track Income & Expenses for Budgeting & Tax Deduction Reporting 

• Provide User-Friendly Financial Reports 

• Assistance with Organizing Information for Tax Return Preparation 

• Interface with other Professionals including your CPA, Financial Advisor & Attorney

• Capture all Personal Information (Legal, Financial, Insurance, Credit Cards, Investments) and ensure this data is readily available when needed.

• referrals to Other Service Providers & Professionals when Needed

• Household & Property Management

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