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What is Bank-Assist of Florida?

Bank-Assist of Florida offers personalized, in-home financial assistance, bookkeeping services, and document organization provided by your own dedicated Daily Money Manager (DMM) professional. 


During your initial consultation, we will conduct a thorough financial review and create a plan of assistance specifically tailored to your needs, whether it be on a weekly, monthly, or as-needed basis.


Common reasons we are contacted:

  • You're feeling stressed or overwhelmed by your finances
  • You need help navigating  a recent life change
  • Using technology is confusing or frustrating
  • You're having trouble paying or keeping track of bills
  • You need help organizing or reviewing paperwork 


Who We Assist

  • Seniors
  • Adult children caring for their parent(s)
  • Persons experiencing a life transition (e.g. divorce, death of spouse, chronic illness)
  • Persons with disabilities 
  • Busy professionals and their small businesses
  • Young Adults wanting guidance or help building healthy financial habits



How We Can Help

  • Banking Assistance - including checkbook balancing, recording of transactions, bill payment, statement review, dispute resolution
  • Estate, Trust, and Tax document preparation
  • Document retention & organization
  • Credit report review
  • Identity Theft and Fraud support
  • Notary services
  • Online/mobile/tablet assistance
  • Mail sorting
  • Medical bill reconciliation 
  • Budgeting and financial health education
  • Collaboration with legal, tax, finance professionals, and referrals to other community resources
  • Personal concierge services

                                                                                                                                   ... and much more!

Contact Us

Schedule a FREE consultation!

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CONTACT INFORMATION


Phone: 941-223-0246

Email: office@bank-assistflorida.com


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