Money Care LLC in Vermont
daily money management in Vermont
 
 
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Money Care's Robyn Young
 

Money Care, LLC is a daily money management service located in the Burlington, Vermont area that assists individuals with administering the financial details of their lives. Money Care eases the burden of managing bill paying, bookkeeping and other day-to-day financial details for you or your loved one.Aging Gracefully

We are committed to helping you maintain your financial independence and freeing your time to do the things that matter most to you.

Money Care provides daily money management services to older adults, busy professionals and financial guardians in Northwestern Vermont. Money Care is insured and follows the Code of Ethics of the American Association of Daily Money Managers.

Money Care's personal business assistance is individualized and confidential.

Services include:

  • Bill paying
  • Preparing checks for client signature
  • Reconciling checking and other bank accounts
  • Organizing tax documents
  • Verifying proper processing of medical insurance claims
  • Handling questions with vendors
  • Organizing financial documents
  • Downloading transactions
  • Reviewing and sorting mail
  • Preparing correspondence
  • Assisting financial guardians
  • Serving as Power of Attorney

Money Care's daily money management services complement the work of legal, tax and investment professionals to support clients' long-term financial goals.

Click here to listen to an interview by CVAA with Robyn Young on Aging Matters.

bill paying, preparing checks, reconciling checking accounts