Daily Money Management
People you know for services you can trust.
Daily Money Management from GT Independence isn’t about technology and software – it’s about people and relationships. It starts with a personal, in-home visit from your GT Independence Financial Specialist who will get to know you and your own specific needs and set up an automatic, comprehensive monthly bill payment system that fits. Best of all, our specialist will continue to come to you on a regular schedule, to help you sort through your mail and make sure that any new bills or important correspondence is handled right away.
The confidence that comes with hands-on care and attention.
GT Independence Financial Specialists are trained to keep a careful eye on more than just your personal finances. Because they come to your home on a regular basis, they’ll be able to see how you’re doing overall and will encourage you to let them know if you need assistance in other areas. If your needs change, your GT Independence Financial Specialist can help or refer you to reliable outside resources that can help.
Daily Money Management saves you time, money and worry.
- Automatic bill pay system for secure, timely payment of regular monthly bills
- Reconciliation of bank statements
- Budgeting advice
- Medical claims assistance
- Review and reconciliation of credit card statements
- Income and expense tracking for tax deduction reporting
- One secure place to keep important account numbers and personal information
- Assistance with tax preparation
Who might be a candidate for GT Daily Money Management services?
Daily Money Management is ideal for anyone needing help with personal finances and bill payment, including people with a disability where handling regular finances can be difficult. Many of our clients are seniors who want to remain independent and in their own home but need a little help keeping up with their monthly financial obligations and paperwork responsibilities. With Daily Money Management, clients and their families have no more worries about late payments, missed deadlines, unorganized paperwork or financial “scam” activities.
What makes GT’s Daily Money Management services different from other, similar services?
In addition to setting up an automatic system for the payment of regular bills, GT Independence Financial Specialists come into the home regularly to personally review each new piece of mail with their clients. We can see right away if there are any new bills, any urgent insurance or tax-related correspondence or any unusual activity on credit cards or bank and investment statements. As long-time advocates for self-determination and independent living for those challenged by age or disability, we’re familiar with the issues today’s families face. We’ll help you eliminate the confusion and offer solutions that work for everyone.
What kind of background and training do GT Independence Financial Specialists have?
Every GT Independence Financial Specialist has a background in money management and experience in working with people needing a variety of help. They’re skilled financial professionals who are also good listeners. Our people love what they do and are sensitive to the individual needs and requirements of their clients. All GT Independence Financial Specialists are bonded and insured.
Suppose I only need some of the Daily Money Management Services?
Ours is a fully customizable program and can change as your needs do. You may need all of our services or you may need just a few. The point is, we’ll work closely with you to design a flexible program that fits.
Will I receive regular reports from GT Independence?
Absolutely. You will receive a monthly report of your overall finances and a detailed accounting
of monthly expenditures. These reports will be sent directly to you or whomever you choose. We respect your privacy and will protect it.
If you’re interested in talking to a money management specialist, click here