Welcome

Services for You

Money Care administers daily finances for busy professionals and older adults. Perhaps you:

• Are too busy to handle your monthly paperwork.
• Would like more time for family and other interests.
• Are suddenly without your spouse or partner who handled the bills.
• Travel frequently or split your time between two or more residences.
• Find it’s become harder to manage your financial details.
• Would like assistance to update your estate plans and beneficiaries.

Click here to learn how Money Care can help.

Services for Family Members and their Caregivers

Money Care assists families who are concerned about a senior or disabled adult’s finances but don’t have time or expertise to help. Perhaps you live too far away to manage your family member’s daily finances. Perhaps you are a caregiver, juggling numerous responsibilities.

We work as part of an individual’s caregiving team, assisting people who:

• Have missed paying bills or paid the same ones twice.
• Are overwhelmed by medical insurance claims and bills.
• Have difficulty seeing, writing or remembering.
• Become easily confused.
• Can live independently with assistance managing their mail and finances.

Click here to learn how Money Care can help you with all of these concerns.

Services for Professionals

Money Care works with attorneys, accountants, investment advisors, geriatric care managers, professional guardians, and agents by power of attorney to provide financial oversight for their clients.

You may:

• Be concerned about a client’s ability to handle bill paying and other personal financial tasks.
• Have a client who can remain independent with support with finances.
• Need accurate client records to prepare tax returns, applications and reports.
• Need a picture of a client’s cash flow, income and expenses to provide advice.
• Have sent the client paperwork that was never returned.
• Want to delegate daily money management tasks and free your time for other client services.

Click here to learn how Money Care can help.

Contact Money Care: 802-343-0389
robyn@moneycarevt.com.