Proud Member of AADMM Serving the Baton Rouge, Louisiana Area

daily money manager

Insight with Local Resources

  1. Daily Money Management
    Paying bills, calling billing agencies to correct discrepancies, and credit negotiations Prepare check payments, balance checkbooks, and organize &/or maintain bank records Collect and organize tax or other important documentation Assist with medical insurance paperwork including verification of proper claims processing Financial organization tools
  2. Budgeting and Financial Planning
    Create monthly budget plan Budget analysis Bill analysis Create budget tools for minimizing and eliminating debt or unnecessary expenditures Payoff scheduling and multiple payoff strategies
  3. Business Analysis
    Budgeting commercial interests Profit/Loss analysis Debt solutions Business organization Specialty referrals for industry products and services Business income and expense idea generation through marketing prospects or product/service analysis
  4. Referrals
    We will refer you to the appropriate agency or corporate entity for tax preparation, legal concerns, investments, transportation needs, social living, &/or medical concerns.
  5. Personal Budget Consultant
    We will create a budget plan catered specifically to realistic goals based on your current situation. Also we can work with your creditors for solutions to short-term and long-term goals. In addition, we can show you strategies on debt reduction and elimination. Our plans include timelines on the progress made towards your goals.
  6. NEMT Business Specialty Services
    Credentialing Compliance Driver, vehicle, and company documentation Data entry of trips Billing documentation Business analysis

Don't forget to check out our downloadable budget plan spreadsheet for creating your own personal budget!!!