Owner Debra Richard knows that in today’s complex and fast-paced world, it may be difficult to keep up with the myriad forms and documents that go hand in hand with an individual’s or family’s active, independent lifestyle.
The Personal Financial Assistant is a local personal service company; helping Maine Seniors maintain independence by managing their day-to-day finances, organizing bills and records, keeping home finances in order, and assisting family caregivers and estate executors through life transitions.
The Personal Financial Assistant works in concert with other professionals, such as your lawyer, broker/financial planner, accountant or social worker , to facilitate such tasks as accurate record-keeping, timely bill-paying, and explaining complex medical and insurance billing statements to clients or their caregivers.
The Personal Financial Assistant gives administrative assistance to executors by organizing paperwork, processing insurance claims, paying outstanding debts, closing accounts, organizing bills and records.
Insured by Lloyd’s of London
Member of the American Association of Daily Money Managers (AADMM)