RECORDING INCOME AND PAYING BILLS

Having us pay your bills can save you time or ensure a loved one's expenses are properly addressed.  As a natural extension of that, we can work with you to develop a financial plan that looks at your spending for living expenses, taxes, gifts and charity in consideration of your current and retirement goals.

• Review the invoices for appropriateness.
• Pay bills electronically or by check with your approval or through an authorized account.
• Prepare a report detailing expenses for your review and useful at tax time to identify tax lowering deductions.
• Maintain records of monthly income.
• Prepare a financial plan that will provide guidance that spending is in line with your income and long-term goals.

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