Summit Financial Advocates
Daily Money Management
We handle everyday financial tasks from paying bills and organizing paperwork to tracking budgets and coordinating with care givers so you can focus on life, not spreadsheets
Our Services
Bill Pay and Budgeting
Financial Organization
Coordination with Fiduciaries and Care-givers
How you Benefit
Personal finance is littered with avoidable expenses including late fees, finance and interest charges, and unchecked fraudulent activity, to name a few.
Often, a well-thought out and implemented method to organize all the touchpoints can mitigate or even eliminate these costs.
There are also indirect costs including:
The cost of your time
Unsecured passwords that can expose you to financial data risks
Incomplete tax documents that create more work for your CPA and for which you ultimately bear the cost
Disorganized paperwork and junk mail, which waste your time
Administrative tasks for an elderly parent that can create stress and be time prohibitive
We unload the burden and give you back control!
