Daily Money Management

senior_with_bills

Daily money
management services

Number Control Services are experienced professionals that help provide clarity and order to bill paying, budgeting, and record-keeping. Our clients include: high net worth individuals, senior citizens, the disabled, caretakers, guardians, frequent travelers, busy professionals, and people who simply don’t have the time or inclination to manage these things on their own.

We are dedicated to keeping your daily lives running smoothly and worry-free. You can know that your bills are paid on time, every time. Stop wasting money on fees and finance charges. We’ll even help with improving and/or maintaining your credit scores.

 

Affiliations and
Credentials

Bonded
Notary Public
Member of Broward Coalition on Aging
Member of the American Association of Daily Money Managers


Free Up Time For
Yourself

We allow you to free-up your time to do the things that are truly important to you. Spend time with family, get the exercise you need and/or enjoy your vacation.
     

  • Bill Paying and budgeting – Prepare checks,
         avoid late fees
  • Banking – Deposits, review & reconcile
         statements (checkbook balancing)
  • Budgeting – Credit, income and expenses
  • Insurance – Benefits and Claims
  • Medical – Doctors, dentists, Rx; coordinate
         and track information and health
         care needs
  • Scheduling – Appointments and important
         dates
  • Appointments – Coordinate property
         maintenance, home safety and/or brokerage
         needs
  • Investments – Organize and track portfolio
         holdings
  • Payments, records and taxes – Organize
         documents
  • Estate Documents – Organize information
  • Professional Partners – Coordinate w/CPA,
         FA, Attorney
  • Additional Services – Power of Attorney and
         Notary Public
  • Financial Notebook – Compilation of all
         info for heirs