Compass Daily Money Management, LLC, is a personal services company, specializing in providing personal and financial organization assistance to a wide variety of individuals, including senior citizens, retirees, busy executives, disabled persons, frequent travelers, employment transfers and anyone who might have difficulties or time limitations in managing their personal finances and paperwork.
Compass Daily Money Management, LLC clients include people who have retired, or have lost a spouse/companion who had managed the daily household finances and paperwork. Compass Daily Money Management, LLC clients also include individuals who are experiencing a debilitating illness or a physical disability and may not be able to manage their day to day personal financial affairs.
Compass Daily Money Management, LLC provides assistance in the following areas:
Daily Money Management
Bill Paying
Reconciliation of Bank Statements
Problem Solving
Reconciliation of Investment Statements
Reconciliation of Credit Card Statements
Track Medical Insurance Claims
Making Bank Deposits
Negotiating with Creditors
Organizing Tax Records
Paperwork Management
Budgeting
Income Source Verification
Form Completion
Daily Money Management for Seniors
Estate Planning Organization
Daily Money Management for Disabled Persons
Relocation Services
Michigan Public Notary
Member of the Waterford Chamber of Commerce
