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Do any of these issues apply to you?
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Deposits or checks not recorded in check register
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Lost checkbooks, bank statements or bills
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Inappropriate payments of medical bills or statements when insurance or medicare has already paid for services
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Numerous payments to home shopping, contest or sweepstake sponsors
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Difficulty in writing checks
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No tracking of income sources
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Numerous transfers to savings or checking accounts
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Consistent payment to the same person (possible financial exploitation)
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Seasonal residency or extended leave requiring caretaker services for payment of monthly bills and/or coordination of services
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We offer these services...
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Initial at home visit to assess needs and services
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Review of financial account activity to decide if DH Services LLC is to; assist, share joint activity or take full responsibility
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Evaluate dynamics of household documents to assess if DH Services is to; read the mail, organize important papers and maintain files
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Review medical and insurance conditions and develop a plan for reconciling medical bills, Explanation of Benefits statements and insurance statements
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Determine need for referrals for; Eldercare Legal Advice, Geriatric Care Managers, Financial Planners, Long Term Care Insurance, or Reverse Mortgages
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