Daily Money Manager Services

Faith provides compassionate, skilled services to seniors and individuals who are in need of assistance in their daily personal business and financial dealings. She works collaboratively with her client, their accountant, attorney, investment advisor, healthcare provider and family. She understands the complexities of issues that her clients are facing and she respects the confidential nature of any information they share.

Some of the services that Faith provides for her clients for the Daily Money Manager services:

  1. Paying bills
  2. Research
  3. Mail
  4. Paperwork
  5. Backlog of unprocessed paperwork
  6. Tax Organizer preparation including documentation of charitable
    donations and Medical Expenses
  7. Bank Reconciliation/balancing accounts
  8. Form completion
  9. Elimination of paper clutter
  10. Setup and maintain paper and electronic files
  11. Online Banking
  12. Collaborates with Financial Advisor, Accountant, Family and other
    professionals.
  13. Prepare correspondence
  14. Attend planning sessions assessing home-based care, assisted living,
    nursing home
  15. Organize medical information and manage claims

Daily Money Manager Testimonial

Faith Manierre has been managing my financial records for 15 years. This includes bill paying, organizing and maintaining my files, coordinating meetings, both in person and over the phone with financial related professionals, tracking my donations to charities and medical payments and organizing my tax information.  Last month, my accountant complimented me on the organization of my tax records. This credit is due to Faith’s skills. During the past 18 months, Faith has been encouraging me to take a more active role in the daily management of my financial records. In this process, we work well as a team. In addition to being an extremely knowledgeable professional, Faith is a very caring person. It is a pleasure to work with her.

It is an honor for me to recommend Faith for this certification.

Pat M. West Hartford

Resources

AARP 

AARP is a nonprofit membership organization dedicated to addressing the needs and interests of persons 50 and older. Through information and education, advocacy and service, they seek to enhance the quality of life for all by promoting independence, dignity and purpose.

Administration on Aging

Administration On Aging (AoA) is the Federal focal point and advocate agency for older persons and their concerns. Through information and referral and outreach efforts at the community level, AoA seeks to educate older people and their caregivers about the benefits and services available to help them.

American Association on Health and Disability

The mission of the American Association on Health and Disability is to support health promotion and wellness initiatives for people with disabilities at the federal, state and local level, reduce the incidence of secondary conditions in people with disabilities, as well as reduce health disparities between people with disabilities and the general population. AAHD achieves its mission through research, education, public awareness and advocacy.

The American Health Care Association

The American Health Care Association (AHCA) is a non-profit federation of affiliated state health organizations, together representing more than 10,000 non-profit and for-profit assisted living, nursing facility, developmentally-disabled, and subacute care providers that care for more than 1.5 million elderly and disabled individuals nationally.

Children of Aging Parents

Children of Aging Parents is a nonprofit, charitable organization whose mission is to assist the nation’s nearly 54 million caregivers of the elderly or chronically ill with reliable information, referrals and support, and to heighten public awareness that the health of the family caregivers is essential to ensure quality care of the nation’s growing elderly population.

Family Caregiver Alliance

FCA is a public voice for caregivers. Our pioneering programs, information, education, services, research and advocacy, support and sustain the important work of families nationwide caring for loved ones with chronic, disabling health conditions.

Family Caregiving 101

The site is designed to provide caregivers with the basic tools, skills and information they need to protect their own physical and mental health while they provide high quality care for their loved one.

The Financial Awareness Foundation

The Financial Awareness Foundation dedicated to improve financial awareness and Financial literacy.

National Association of Professional Geriatric Care Managers, Inc.

The National Association of Professional Geriatric Care Managers (GCM) is a non-profit association of professional practitioners whose purpose is the development, advancement, and promotion of humane and dignified social, psychological, and health care for the elderly and their families through counseling, treatment, and the delivery of concrete services by qualified, certified providers.

NOLO Law for All

Nolo is a leading provider of plain-English legal information and products for consumers and businesses.  Its website features extensive free content and online tools.

National Council on Aging

National Council on Aging (NCOA) is dedicated to improving the health and independence of older persons and increasing their continuing contributions to communities, society, and future generations.

National Association of Senior Move Managers

NASMM is a non-profit, professional association of organizations dedicated to helping older adults and their families with the physical and emotional aspects of moving. Our members are committed to maximizing the dignity and autonomy of older adults as they transition from one living environment to another.

Medicare: The Official Government Site for People with Medicare

Useful information for and about Medicare beneficiaries.

National Center on Elder Abuse

The National Center on Elder Abuse (NCEA) is a national resource for elder rights, law enforcement and legal professionals, public policy leaders, researchers, and the public. The Center’s mission is to promote understanding, knowledge sharing, and action on elder abuse, neglect, and exploitation.

U.S. Department of Veteran Affairs

Our goal is to provide excellence in patient care, veterans’ benefits and customer satisfaction.