As a daily money manager, I help folks pay their bills and maintain financial records. I monitor medical bills and insurance statements for accuracy. At tax time, I organize records for the tax preparer. I make home visits for this work or do it at my home office if that works better for the client. I enjoy working with people and helping them stay organized.
My mission is to empower our most senior community members to maintain independence and control of their lives. Janco blends daily money management and estate oversight roles to ensure daily, monthly and annual tasks are performed in a timely, accurate and secure manner. Janco acts as a bridge to other trusted professionals such as Financial Advisors, Attorneys, and CPAs, and is able to refer clients to proven specialists from her personal network. Backed by 20 years experience in accounting field. Credentials include Certified Senior Advisor and Daily Money Manager.
Operating for 30 years. We serve clients who have chosen to maintain independent control over their personal affairs but want assistance with some tasks necessary to retain independence. We offer:
Money Management
Record keeping for tax and budgeting purposes
Bill paying as directed by client
Medicare/insurance claims
Check book balancing
Income tax preparation
Asset Management
Facilitating asset transactions directed by client.
Advocacy on Behalf of Client
Assist in obtaining support services such as housekeeping, personal care and food services.
Facilitating moves and sale of possessions.
Serving as Durable Power of Attorney, handling estates, acting as trustee.
We pride ourselves that we rise to the occasion to provide a need.
I provide maintenance of personal finances on a monthly basis. Service includes organizing and monitoring living,medical and other expenses.
Additionally,I will assemble an organized file for your taxpreparer at year end.
I provide service to clients by picking up financial materials and delivering a completed monthly file.In home visits may be available.
For over 20 years I have been providing personal bill paying and daily money management help to those who have difficulty managing their daily financial tasks. I help with timely bill paying and monitoring accounts; organizing financial, medical and insurance documents; monitoring your medical bills and insurance paperwork to make sure that you receive the maximum benefits from your insurance plan. I am a Member of the American Association of Daily Money Managers as well as having a background in nursing.