While we are busy in the workforce and then as we grow older, many of us need someone we can trust and upon whom we can rely to help with our daily financial management and keep us organized. We need someone who is looking out for us.

Wouldn’t it be nice to have someone to . . .

• Keep track of bills, identify irregular charges and rectify with vendor, bank or credit card company

• Set up a bill payment system so that payments are on time, and there is never a late fee

• Make bank deposits

• Reconcile checking and investment account statements

• Set up and maintain files for household and financial documents

• Review explanations of benefits for medical charges and match to third-party insurance statements to determine correct out-of-pocket amount owed

• Compile annual tax documents

• Keep track of expenses and budget

• Research household, telecommunications, banking, credit cards and service providers and negotiate with vendors for better value and quality. Or just research the best value product or service

• Coordinate with family members, legal, accounting, investment and other professionals, if needed?