Understand the need
We assess the client’s current routines and organize paper records, digital information, and open matters into a working starting point.
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Ongoing financial administration in Hampton Roads
Daily Money Management
Daily Money Management is practical, ongoing help with everyday financial paperwork and responsibilities. After the $500 Family Ready, choose Essential Support at $300/month with up to 5 personalized reminders or Concierge Support at $500/month with up to 20 personalized reminders. We review what comes in, maintain records, track obligations and outstanding matters, and follow up regularly. Bill payment fits within that broader responsibility, under your written authorization and approval process.
Request a complimentary conversationPersonal, practical support
Help that respects your independence.
We serve older adults and families in Chesapeake, Virginia Beach, Norfolk, Portsmouth, and Suffolk, Virginia. This ongoing relationship is for clients who want a dependable administrative partner, whether they remain hands-on or need more help with routine tasks. Wayne Creef brings more than 30 years of financial-advisor experience to this work. SFCS complements your attorney, CPA, financial advisor, care manager, and other professionals.
Support is available in clients’ homes throughout Hampton Roads and remotely by phone, video, or secure digital methods when an in-person visit is not needed.
Support may include
- Reviewing incoming bills, statements, and correspondence and recording what needs action
- Preparing authorized payments, documenting approvals, and following up on payment questions
- Tracking due dates, recurring obligations, discrepancies, and unresolved matters
- Maintaining clear financial records and account information
- Monitoring budgets, cash flow, and unusual activity
- Providing regular reports to the client and, with written permission, authorized family or professionals
Additional ongoing support
Keep records and responsibilities current.
Essential Support remains $300/month with up to 5 personalized reminders. Concierge Support remains $500/month with up to 20.
Included monitoring. Essential Support includes SFCS-paid EverSafe Plus; Concierge Support includes SFCS-paid EverSafe Gold, with no additional subscription charge. Relevant alerts are reviewed during regularly scheduled financial reviews, with additional response-coordination assistance under Concierge Support. SFCS does not provide 24/7 human monitoring.
Agreed scope. We agree on the tasks, permissions, review frequency, and cost; transition and executor assistance may require a separately priced engagement.
- Monthly organization of bills, statements, and payment lists, with follow-up on missing records and outstanding questions.
- Matching medical bills with explanations of benefits (EOBs) or Medicare Summary Notices (MSNs), recording discrepancies, and following up with your authorization.
- Executor administrative coordination of records, tasks, and expenses with the executor’s attorney and accountant.
- Administrative transitions after illness, death, a move, or downsizing.
- Within your agreed support plan, keep track of important renewal dates, compare homeowners insurance premiums with the prior year, and organize questions for your insurer. Insurance-product questions go to a licensed insurance professional.
Ongoing bill payment requires written authorization and the agreed approval policy. Claims disputes and estate administration are not included in the one-time Family Ready 360° price. SFCS provides administrative support and does not serve as executor or provide legal, tax, investment, or insurance advice.
Wayne Creef | (757) 815-6453 | wayne@seniorfinancialconcierge.com
How it works
A clear, comfortable process.
You remain in control. Responsibilities, permissions, communication, and costs are agreed upon before work begins.
Agree on responsibilities
The service plan defines what will be handled, how approvals work, and how information will be protected.
Keep the details moving
We organize, track, follow up, and report regularly while the client remains in control.
Ordinary Daily Money Management means agreed administrative review and follow-through. Bill payment requires written authorization. We can coordinate existing POAs and institution-specific forms. Authorized Financial Administration under a limited financial POA is a separate engagement, subject to attorney-approved authority, appropriate insurance, and institutional acceptance. We do not manage investments.
A comfortable first step
Let’s talk about what would be helpful.
Your introductory conversation is complimentary and confidential. You do not need to gather sensitive records before we talk.