DAILY MONEY MANAGEMENT

At Seattle Life Management, we assist busy people and seniors manage their financial affairs and their home management by customizing a plan for each client. Our services allow the client to spend time on what is most important to them. We provide an important service to clients without local family members and regularly reassure out-of-town relatives that their loved ones’ affairs are in good order.

Based on the specific needs of each client, we meet with each client on regularly scheduled basis (weekly, bi-weekly or monthly). The following are the typical services that we offer, but as each client’s needs differ, we customize a unique plan for each client.

Daily Money Management

Bill Paying
Budgeting
Checkbook Reconciliation
Financial Coaching
Personal Financial Statement (Balance Sheet) preparation to periodically provide a snapshot of your financial position
Asset Tracking

Financial Organization

Organize Tax Return Documentation for your tax preparer
Assist with Government Services Applications such as Social Security and Veterans Benefits
Medical Bill Review and Issue Resolution with Providers and Insurance Companies
Organization Systems – we create a system so that all financial records are organized

Life Concierge Services

Home Maintenance Coordination
Home Accessibilty Coordination
Remodeling Management

Coordination

Family Member Liaison and Communication with Out-of-Town Relatives
Geriatric Care Managers
Medical Professionals
Interface with your Attorney, Accountant and Financial Advisor to assure that every advisor has current information and is on the same page

Notary Services

Notarizing Documents at your Location

Other Services

Custom Services provided based on Mutual Agreement