Mindful Details offers a wide range of services:

• Review and pay bills
• Reconcile bank accounts, investment accounts
  and credit card statements
• Setup and maintain QuickBooks/Quicken
  accounting software
• Submit medical insurance claims and track
  reimbursement payments
• Setup and maintain file system, including
  document retention schedule maintenance
• Organize tax documents for submission to tax
  preparer

Financial Clarity

• Prepare monthly reports of income, expenses
  and cash flows
• Provide customized reports based on client’s
  needs
• Review monthly investment statements and
  consolidate reporting as needed
• Review insurance policies for sufficient
  coverage
• Coordinate with accounting, tax, insurance,
  legal and other professional advisors as needed

Financial Decision Support

• Assist with developing short-term and
  long-term financial goals
• Create action plan to achieve financial goals
• Prepare budget and provide ongoing
  monitoring/guidance
• Assist in the development of charitable giving
  goals and coordinate gifts
• Special projects as needed

Additional Services

• Create home and office property inventory
  for insurance purposes
• Provide support to executors and administrators
  of estates
• Document all financial, legal and personal
  information and choices relating to estate
• Provide extended absence services
• Provide assistance finding vendors for home
  and business needs
• Provide relocation planning and coordination

Senior Services

• Open and sort mail
• Review and pay bills
• Reconcile bank accounts, investment accounts
  and credit card statements
• Submit medical insurance claims and track
  reimbursement payments
• Setup and maintain file system
• Organize tax documents for submission to tax preparer