Why do people decide to hire a company like InBalance?

People choose to hire InBalance when they are overwhelmed with the responsibilities of managing their own day-to-day finances or the finances of a loved one.
 

• Family members may suddenly realize that a loved one is no longer capable of handling monthly bills.

• A spouse that handled the bills passes away, leaving the survivor to cope with their loss and a new skill to learn.  Adult children may hire InBalance to help the widowed parent with  these new tasks on an on-going basis.

What is the cost for hiring a Personal Daily Money Manager?

Costs vary by city, state and services. Most money managers charge an hourly fee. InBalance can provide a free estimate of fees based on each client’s specific needs. Clients usually require 2-3 hours per month. The initial set-up will involve a larger number of hours in order to organize documents and accounts.

Where does InBalance meet with its clients?

InBalance understands that mobility may be an issue for some clients. Based on client preference, Kim can meet with clients at their residence or at her home office. Don’t be surprised if Kim takes your paperwork to her office for organizing, filing and resolving matters like medical insurance claims that require phone calls and subsequent follow up.