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Professional Money Management - Quantified

Date post: 14-Jul-2015
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Balance checkbook

Balance checkbook

Open and sort mail

Balance checkbook

Open and sort mail

Review and analyze bills

Balance checkbook

Open and sort mail

Review and analyze bills

Prepare checks for signing and mailing

Balance checkbook

Open and sort mail

Review and analyze bills

Prepare checks for signing and mailing

Prepare and deliver bank deposits

Balance checkbook

Open and sort mail

Review and analyze bills

Prepare checks for signing and mailing

Prepare and deliver bank deposits

Review and analyze credit report

Balance checkbook

Open and sort mail

Review and analyze bills

Prepare checks for signing and mailing

Prepare and deliver bank deposits

Review and analyze credit report

Budget & cash flow management

Balance checkbook

Open and sort mail

Review and analyze bills

Prepare checks for signing and mailing

Prepare and deliver bank deposits

Review and analyze credit report

Budget & cash flow management

Contact payees if there are billing errors

Balance checkbook

Open and sort mail

Review and analyze bills

Prepare checks for signing and mailing

Prepare and deliver bank deposits

Review and analyze credit report

Budget & cash flow management

Contact payees if there are billing errors

Negotiate credit card and utility rates

Organize documents for tax preparation

Organize documents for tax preparation

Organize investment documents

Organize documents for tax preparation

Organize investment documents

Provide user friendly financial reports

Organize documents for tax preparation

Organize investment documents

Provide user friendly financial reports

Set up filing system for bills & important papers

Organize documents for tax preparation

Organize investment documents

Provide user friendly financial reports

Set up filing system for bills & important papers

Interface with other professionals: CPA,

financial advisor & attorney

Organize documents for tax preparation

Organize investment documents

Provide user friendly financial reports

Set up filing system for bills & important papers

Interface with other professionals: CPA,

financial advisor & attorney

Access to other service providers and

professionals

Insurance rates are often tied more to your

credit score than your driving record!

Insurance rates are often tied more to your

credit score than your driving record!

The better your credit score, the lower your

loan rates.

Hiring us to maintain your finances could result in

a higher credit score and therefore lower

insurance & loan rates.

Overdraft fees average: $30 each

Overdraft fees average: $30 each

Credit card late fees: $26 - $35 each

Overdraft fees average: $30 each

Credit card late fees: $26 - $35 each

3% increase in interest rate: $30 per $1000

Overdraft fees average: $30 each

Credit card late fees: $26 - $35 each

3% increase in interest rate: $30 per $1000

“Over Limit” fees: $$$$

Overdraft fees average: $30 each

Credit card late fees: $26 - $35 each

3% increase in interest rate: $30 per $1000

“Over Limit” fees: $$$$

If you are experiencing any of these fees, yKnot

can put those dollars back into your pocket!

Many seniors and those with disability or memory

loss can maintain their independence with just a

little bit of help.

yKnot Services can reduce stress by assisting

with money management, bill paying and other

personal bookkeeping.

30 years experience!

30 years experience!

Bonded and insured for your protection!

www.CheckbookBalancer.com

CALL TODAY

586-242-7680

FREE CONSULTATION!


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