Phone: (760) 902-5467                    

Services

Money Management

  • Pay Bills - Collect and track recurring and one-time bills; Manage schedule of due dates; Prioritize and pay bills;
  • Manage the Checkbook - Write checks; Balance checkbook; Reconcile bank statements;
  • Prepare Financial Reports - Keep head of household updated on financial reconcilation and trends;
  • Monitor Routine Expenses - Manage schedule and track both recurring and special out of pocket expenses
  • Property Management - Oversee the scheduling and performance of property maintenance specialists.

Life Care Management

  • Monitor Housekeeping - Assess performance and reliability;
  • Oversee Home Maintenance - Onsite inspections and worker supervision;
  • Address Transportation Needs - Arrange for essential and recreational transportation services;
  • Coordinate Services and Care - Manage list and schedules of care givers and service professionals;

Health Care Management

  • Care Management and Monitoring - Assist in selection of heath care providers and oversee their performance;
  • Process Medical Insurance - Determine appropriate forms; Complete and submit forms; Track responses and deadlines;

Client Advocacy & Liaison

  • Client Advocacy - Assist in navigating Federal, State and Local Agencies;
  • Keep Family Updated - Routinely update family on the client's overall status and effectiveness of support services;

References available upon request.