Frequently Asked Questions
Questions
Answers
What is a Daily Money Manager?
Daily money managers (DMMs) provide personal business assistance to
clients who have difficulty in managing their personal monetary
affairs. The services range from organizing and keeping track of
financial and medical insurance papers, to assisting with check
writing and maintaining bank accounts.
How
do you charge for your services?
Fees
are charged on an hourly basis.
Paperwork Solutions, Inc. is insured.
There are currently no license requirements for Daily Money
Managers in the State of Florida.
Will
I lose my independence by hiring Paperwork Solutions?
On
the contrary, Paperwork Solutions enables senior clients to remain
independent by removing the burden and frustration of dealing with
their daily finances and paperwork.
Clients are free to concentrate on more important aspects of
their lives.
Do I
give up control over my bank account?
No,
we will organize your bills and prepare checks for you to sign.
Clients retain complete control and signature authority over
their accounts.
All client relationships remain strictly
confidential. Paperwork
Solutions does not share, distribute or exchange information with
any third party without the client’s consent.
Does
Paperwork Solutions replace the need for other financial, legal, or
investment professionals?
Paperwork Solutions is designed to complement the work of other professionals, not to replace them. Paperwork Solutions does not provide financial, investment, legal, or medical advice. Paperwork Solutions acts only as an intermediary between the client and other professionals such as attorneys, financial advisors, CPAs, or healthcare providers.