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Compass Daily Money Management, LLC 

Preparation is the Key to Successful Moves

Whether it's a move to another home, retirement community, independent senior living, assisted living, long-term care facility, or a transfer within your existing facility, Compass Daily Money Management, LLC offers a range of services to assist seniors and their families in making the transition as smooth and easy as possible.                                                                        

Extensive move planning and coordination experience with a local moving company.

Services:

  • Plan, schedule and coordinate your move.
  • Coordinating your move with any other companies    and family members involved including the moving van lines.
  • Arrange for disconnection and reconnection of utilities, cable service and mail delivery. 
  • Assist with completing change of address notifications.
  • Prepare a floor plan for the furniture to determine beforehand what items may need to be distributed among family members, placed in storage, or downsized.
  • Help with decision-making about which important personal items and furniture you will keep.
  • If necessary, arrange for an estate sale, auction, donation pickup, or even shipment of that special family heirloom and other specified items.
  • Arrange for temporary storage.
  • Coordinate minor repairs that might be needed to the old home prior to listing or closing.
  • Coordinate cleaning of the old home prior to listing or closing.
  • We can make phone calls to arrange for pick ups for donation or consignments; or we can provide referrals, time-lines, and choices so that you can complete this at your leisure.
  • Help resetting all clocks, re-connecting computers and other electronics.
  • Help with organizing your paperwork.
  • Help familiarize you with transportation options and other local resources.

Member of the Waterford Chamber of Commerce

Compass Daily Money Management, LLC

P.O. Box 300857

Waterford, Michigan 48330

248-535-8209

email: 
robbharner@compassdmm.com

Robb Harner, BA, CSA

Compass Daily Money Management, LLC does not offer investment and legal advice, 

and does not sell any investment or insurance products.

Important: Certified Senior Advisors (CSA)TM have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors.  Know what those licenses, credentials and education signify.  The CSA designation alone does not imply expertise in financial, health or social matters.

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