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DAILY MONEY MANAGEMENT
Specializing in ethical, dependable financial
organization for the elderly
Specializing in ethical, dependable financial
organization for the elderly
Evelyn Bauer provides daily money management and personal financial organization services, in the NY and northern NJ area, through her company, newleaf.
How can newleaf help you?
You can retain your independence and maintain control of your finances with personalized management of day-to-day money matters. Evelyn provides confidential, individualized service in the highest ethical manner.
Here are some of the responsibilities newleaf can manage, based on your need:
• bill paying
• ascertaining legitimacy of bills to be paid
• reconciling bank statements
• organizing files
• organizing tax materials
• creating budgets
• tracking expenditures and investments
• transferring funds, making bank deposits
• ensuring appropriate funds are available
• assistance with trust administration
newleaf services are available on an as-needed basis, and are priced accordingly.
You and your loved ones will have
peace of mind knowing your affairs
are in order.
How can newleaf help you?
You can retain your independence and maintain control of your finances with personalized management of day-to-day money matters. Evelyn provides confidential, individualized service in the highest ethical manner.
Here are some of the responsibilities newleaf can manage, based on your need:
• bill paying
• ascertaining legitimacy of bills to be paid
• reconciling bank statements
• organizing files
• organizing tax materials
• creating budgets
• tracking expenditures and investments
• transferring funds, making bank deposits
• ensuring appropriate funds are available
• assistance with trust administration
newleaf services are available on an as-needed basis, and are priced accordingly.
You and your loved ones will have
peace of mind knowing your affairs
are in order.