Daily Money Management

business-people-on-a-computer-15386520772pr.jpg

Personal Bill Paying Services

Spend your time more wisely and let us manage your bills.

 
 

Our Bill Pay Services

Our personal bill payment service helps manage the personal financial tasks of individuals, couples, and busy professionals. By outsourcing your bill paying responsibilities, you gain freedom to do more important things and enjoy your life. Our services include:

  • Bill Payment and Record Keeping

  • Spend Tracking

  • Account Reconciliation

  • Streamlined Reporting

  • Timely Communication and Transparency


How does it work?

Step 1: Initial Consultation. We discuss your needs and what you want to accomplish.

Step 2: You complete your new client questionnaire and provide information regarding your bills and your accounts.

Step 3: We review your information and create a preliminary plan and proposal.

Step 4: We meet to discuss the plan and outline the transition tasks.

Step 5: We establish the new bill payment process and start paying your bills!

Step 6: We provide weekly and monthly reporting of all bill payment activities.

Step 7: Bi-annual review


Ready to Find Out More?

Schedule a consultation to find out how Finch Financial Fitness personal bill payment services can help you save time, improve productivity and remain in control.

AADMM_logo_HR_CGT_282.jpg

Brad Finch

Financial Coach and Daily Money Manager