Help managing bills and paperwork
Surrey provides customized one-on-one help with bills, mail, bank statements, tax information, budgeting, insurance paperwork and government forms. Our professional Daily Money Manager is available to help with these and other personal finance issues.
Regain control of finances, reduce stress and gain peace of mind.
Organize and pay bills
Sort and review mail
Reconcile account statements
Assist in processing insurance claims
Prepare required forms
Budgeting and income/expense tracking
Determine eligibility and apply for government benefits for seniors
Gather and organize tax information
Review and advise on household utility services
Clean out and organize files
You retain control of your financial matters while Surrey takes care of the daily work. The initial one hour consultation is free. Financial Assistance available to those in need.