Checks & Balances provides a variety of personalized services.

These include:

• Review mail and dispose of confusing solicitations
• Organize bills and review for errors
• Set up a simple system to make sure all bills are paid on time
• Write checks for client's signature
• Set up bill pay and online banking
• Reconcile bank and credit card statements
• Manage bank balances to avoid unnecessary fees
• Train on financial software
• Meet with other financial professionals on your team
• Track monthly income and expenses
• Provide monthly spending or cash flow reports