I am facing a physical or cognitive impairment that hinders my ability to manage day to day financial tasks.
Paying bills, reconciling statements, fighting with online services, and completing financial and/or insurance paperwork is too time-consuming and disruptive at this point in my life.
I am unable to properly monitor my financial accounts for unusual or fraudulent transactions.
My daily money management tasks feel overwhelming, are out of control, and/or just too time consuming.
I want a trusted partner with whom I can discuss daily and long-term money management activities to help me protect my financial health and assets.
I am trying to protect an inheritance from scammers and/or other family members.
I have an elderly relative, or friend, determined to maintain their independence regardless of financial competency.
I am concerned about an older person’s financial health.
I live too far away from a senior I care about to help with their daily money management tasks.
I know a senior whose house is increasingly disorganized.
I have seen unopened mail, including unpaid bills, piling up at a senior friend or loved one’s home.
I discovered medicines not prescribed to the elder listed on a receipt or detailed on an insurance report.
I noticed missing valuables from a senior friend or loved one’s home.
I saw suspicious signatures on documents even though the senior I care about is still capable of writing.
A new “trusted friend” seems to be isolating the senior from his/her family.
I noticed a new address on the aging person’s financial statements, even though they have not moved or purchased any property.
The senior unexpectedly changed their will (or medical/durable power of attorney (durable or medical).
I heard a new acquaintance express a desire to live with the aging adult.
There is a new caretaker in the elderly person’s home.
I recently learned utilities were turned off at the senior’s home, even though this person has money to pay the bills.
An elderly person I care about is a widower (or widow) and does not have family or trusted friends nearby.
The people who live near my aging friend (or relative) do not get along so I do not know who to trust with daily money management help.
I suspect a family member might be taking advantage of an elderly person I care about.
Baker Daily Money Management is your economic first responder...
... guarding against theft, reducing exposure to financial fraud, and protecting family assets. Our clients hire us on their terms, for limited or extensive services. As their financial advocate, our clients invite us into their homes or join us in our offices to assist them with everything from mail review to bill paying to long-term financial decision making. We’ll design your financial caregiving plan according to a proven, reliable process then flex it to meet your specific needs.
