JK Daily Money Management
Financial Services - , New York, United States
JK Daily Money Management Employees
JK Daily Money Management Senior Management
JK Daily Money Management Details
For more than 25 years, John Kennedy, Founder of JK Daily Money Management, had been in the financial services industry, spending much of that time serving the needs of the individual investor. In September of 2016, he left the corporate world behind to pursue his passion and create a much-needed personal financial management service, focusing on seniors. JK Daily Money Management was launched and is dedicated to assisting a variety of clients in developing and implementing solutions to streamline and maintain their financial life.Our clients include:. Seniors and those facing challenging disabilities. Adult children responsible for managing an aging parent's affairs. Busy professionals. Small Business OwnersJK Daily Money Management offers a host of services to alleviate the anxiety and pressures that come with the responsibility of managing daily financial affairs. Our services include:. Review and pay bills in a timely manner, thereby avoiding any late fees or finance charges. Identify and resolve any billing errors. Reconcile bank statements. Monitor and reconcile credit card statements. Negotiate with third-party vendors and/or creditors. Reconcile brokerage/investment statements. Track income and expenses and provide periodic reporting. Review medical bills and follow up with providers to resolve any discrepancies. Prepare, submit, and monitor medical and other insurance claims. Review insurance company Explanation of Benefits forms to ensure that claims have been paid properly. Organize financial documents in preparation of tax filing. Collaborate with your accountant, attorney, and financial advisor as neededContact JK Daily Money Management:Phone: 646-924-5605Email: johnk@jkmoneymgmt.com
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