CASH in Balance

Please contact Catherine A. Schramka Heidemann by phone 414-217-4510 or by email at Catherine@cashinbalance.com.

-Daily Money Management for Personal Finances and Small Business Est. 12/31/12
-Free Initial 1 Hour Consultation
-Bonded
-Member of American Association of Daily Money Managers.
-Errors & Omissions Insurance
-General Liability Insurance
-Background check

Our personal financial services are customized to me​et your needs and include the following:

-Pay bills by preparing checks or online
-Open and organize mail
-Set-up and maintain financial files for CPA/tax accountant, attorney, and/or financial advisor
-Reconcile bank and credit card accounts
-Monitor bank and credit card activity for accuracy and suspicious activity
-Prepare and deliver bank deposits
-Decipher medical insurance paperwork and verify proper processing of claims
-Handle vendor payment questions and disputes with the assistance of the client
-Process and submit bills to a special needs or disability trust
-Verify that Power of Attorneys of Finance and Healthcare, wills and/or Trusts have been established
-Assist in adding or modifying Pay or Transfer on Death designations and/or Beneficiaries on bank, investment, and IRA accounts
-Help with Medicaid – Title 19 by spending down, gathering documents, listing assets, investigating and responding to questions
-Submit claims to long term care insurance and confirm the accuracy of the reimbursement
-Advocate on behalf of the client to connect with other service providers
-Refer clients to investment, legal, and CPA/tax accountant professionals
-​Interact with professional advisors on the client’s behalf