Older Adults
Remember when balancing a checkbook was the height of financial complexity? Or when you never had to worry about email phishing or calls from human-sounding AI phonebots? The risks are different now, but our commitment remains the same: protecting your personal finances and preserving your peace of mind.
Personal Money Management
A Trusted Partner
At Fran's Daughter, we understand the unique challenges that older adults and their families face when it comes to managing finances. Our mission is to provide the support and services you need to ensure your financial life is in order. We adapt to your family's existing systems and preferences, ensuring a smooth, comfortable transition.
What We Offer
Bill payments that are always on time (no more late fees!)
Budgeting and expense tracking that's clear, simple, and easy to understand
Reconciling bank, credit card, and investment accounts
Monitor accounts for fraud prevention and irregular activity
Review medical bills and track insurance payments
Pre-tax preparation and organization
Regular check-ins to keep you and your family in the loop
Why It Matters
In a world where scams targeting seniors are on the rise, having a watchful eye on finances isn't just helpful—it's essential. We're here to be that extra layer of protection, handling all of the administrative tasks of financial management while helping you maintain your financial independence.
Remember when you could easily find everything in your home? We're here to bring back that sense of order and peace, one document at a time.
Essential Document Organization
A Comprehensive Plan
We're not just organizers, we're your partners in preparedness. We guide you through gathering essential documents with the same care and attention we'd give our own family documents.
What We Offer
A friendly guide through the maze of important paperwork–legal documents, insurance policies, financial records, account information, and more
Organizational systems that make sense for your lifestyle
Secure storage solutions: a digital Fort Knox for your documents
Help in starting those tough-but-necessary conversations about the future
Peace of mind knowing everything is in order when it's needed
Why It Matters
Life can be unpredictable, but your ability to access critical information shouldn't be. We're here to ensure that in any situation, you and your loved ones have what you need at your fingertips, reducing stress and increasing your confidence in managing your affairs.
Let’s Connect!
Worried about mom’s unopened bills or dad’s complicated filing system? Let’s have a chat about how we can simplify things and give you both peace of mind.