Paperwork management and organization, bookkeeping, bill paying, medical insurance filing and claims processing for seniors and elderly in Palm Beach and Broward County, Florida.

 Frequently Asked Questions

Questions

  1. What is a Daily Money Manager?

  2. How do you charge for your services?

  3. Are you licensed and insured?

  4. Will I lose my independence by hiring Paperwork Solutions?

  5. Do I give up control over my bank account?

  6. What is your privacy policy?

  7. Does Paperwork Solutions replace the need for other financial, legal or investment professionals?



  

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.

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How do you charge for your services?

Fees are charged on an hourly basis. 

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Are you licensed and insured?

Paperwork Solutions, Inc. is insured.  There are currently no license requirements for Daily Money Managers in the State of Florida.

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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.

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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.

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What is your privacy policy?

All client relationships remain strictly confidential.  Paperwork Solutions does not share, distribute or exchange information with any third party without the client’s consent.

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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.

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