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Our services will be tailored to best suit each client’s needs, allowing our clients to maintain their independence while having time for the things in life that are most important.

What happens first?

Below are the first steps towards financial control  

STEP 1

Initial Interview

Checks & Balances for You offers a free hour-long consultation with the client needing services. At the client’s choosing, a family member, caregiver, or colleague is also encouraged to attend. During this meeting, we review the client’s needs and the services we can provide to address those needs.

STEP 2

Proposal/Letter of Engagement

From the information gathered, Checks & Balances for You will develop a proposal that clearly states: ongoing services that we will provide and any optional services available on request; services that we will not provide; fees for our services and billing arrangements; and information, documents, and authorizations we need from the client. The client’s signature on the Letter of Engagement initiates the services.

STEP 3

REVIEW

The proposal will describe how the services will be delivered. Most of our services are provided electronically and we can schedule Zoom meetings or in-person meetings as needed. We can arrange to pick up documents, have them sent to our post office box, or proved access to a secure shared file server for upload. Our services will be tailored to best suit each client’s needs, allowing our clients to maintain their independence while having time for the things in life that are most important.

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