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

Features

Additional Details

  • Who does this service benefit?:Seniors, Caregivers, Veterans
  • Where is this service offered?: In-Home
  • What type of business is this?:Business
  • What is its service area?: Milwaukee County, Waukesha County
Show all

    Rate us and Write a Review

    Your Rating for this listing

    angry
    crying
    sleeping
    smily
    cool
    Browse

    Your review is recommended to be at least 140 characters long

    building Own or work here? Claim Now! Claim Now!