I n  B a l a n c e Personal Money Management Services LLC 
InBalance Services
Customize Services to Fit Your Needs

InBalance services focus on managing non-health care related daily living needs from paying bills to coordinating home repairs to researching and facilitating a move.

Typical services include but are not limited to the following list. If a service you need is not listed, please ask us about it.


  • Review medical insurance paperwork and verify proper claims processing
  • Prepare and submit bill payments and resolve issues with service providers
  • Balance checkbooks, organize bank records and make bank deposits
  • Organize and maintain documents for tax purposes
  • Organize documents for legal and investment resources
  • Negotiate with creditors
  • Provide power-of-attorney or representative payee services for Medicare
  • Provide personal conservator services


  • Coordinate home maintenance and repairs and oversee that the work gets done
  • Coordinate transportation to and from appointments
  • Run errands
  • Coordinate moving arrangements and oversee the actual move
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