INDIVIDUALS: ON TRACK AND WORRY FREE

You Remain In Complete Control.

With daily money management services, you remain in complete control. As your daily money manager, Carolina Money Minders is here to assist you with the management and organization of your day to day financial responsibilities. Our services will meet a continuum of needs and is appropriate for most people who just need a little assistance or for those who would just rather spend their time doing the things they love.

With daily money management services, we can come to your home to assist you or we can take care of everything for you from our office. You get to choose how much or how little involvment you would like us to have. 

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Daily Money Management services may include:

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• 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 & Investments

• Medical Claims Management

• Review & Reconcile Credit Card Statements

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

• Negotiate with Creditors to Reduce Debt

• 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 Important Personal Information (Legal, Financial, Insurance, Credit Cards, Investments) & Ensure this Data is Readily Available When Needed

• Referrals to other Service Providers & Professionals When Needed

• Review & Analyze Credit Reports 

• Household & Property Management​

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