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
CONTACT INFORMATION
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