What is LifeSolutions?
As the American population continues to change in both age and lifestyle, a growing professional field known as Daily Money Management is becoming prevalent across the country. Daily Money Managers or DMMs, assist with the management of bills, budgets, bank reconciliations, record keeping, and much more for senior citizens, the disabled, those caring for aging parents, busy professionals, and those traveling frequently.
In response to this growing need, LifeSolutions of Eastern North Carolina, Inc., was established in 2014. The services provided are flexible and based on the needs of the client. We will meet you in your home or our office. These services include bill paying, bank and investment statement balancing, organizing financial and tax documents in preparation for income tax filing, problem resolutions, budgeting, life transition planning, fiduciary services, estate planning, and referring clients to legal, tax, and investment professionals.
Daily Money Managers are not tax advisors, legal advisors, or financial planners and do not take the place of these professionals but complement their services. The involvement of an outsider in personal financial affairs may be intimidating for some, but most clients find once they have established a relationship with their Daily Money Manager, they don’t know how they managed without one.
LifeSolutions of Eastern North Carolina, Inc., carries professional liability insurance designed specifically for members of the American Association of Daily Money Managers. Additionally, bonding has been secured to provide an added level of protection for our clients. We can be your trusted advisors to provide you and your family with peace of mind that your personal financial affairs will be handled with professionalism and with the utmost confidentiality.