Services

Starting with a complimentary consultation to review your current monthly obligations and areas of need,  I will tailor my services and the frequency of visits to fit your specific money management needs. Whether you require weekly, biweekly, or monthly services, I will work with you to provide the exact services you need to gain control of your finances and bring order to your monthly bill obligations.  

Services include:

  • On-time Bill Paying to eliminate penalties and late fees

  • Proposing budget strategies

  • Organizing year- end tax records, insurance claims, and other paperwork

  • Negotiating with creditors

  • Recommending strategies for reducing or eliminating unnecessary bills

 

 

Services for Seniors

Studies show that Fiduciary services can benefit seniors and potentially help them remain in their homes longer. MoneyWise with Marybeth provides specialized services to ensure that bills get paid on time, medical claims are reviewed for accuracy, prescription refills are up to date, and tax information is retained and organized. By working closely with you, MoneyWise with Marybeth can also play an important role in protecting against financial abuse, solicitation scams, and suspicious financial activity.

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