Eric Shepperd's Colleagues at Pfs Personal Financial Services
Eric Shepperd's Contact Details
United States
Pfs Personal Financial Services
Eric Shepperd's Company Details
Organize, Monitor, and Simplify Financial Matters with a Personal Bookkeeper. We provide a dedicated Personal Financial Assistant to work with you and keep things in order. Pfs serves the Skagit County, Island County and Whatcom County area. Daily money management (DMM) helps people who do not desire to handle or cannot handle their own financial affairs. A DMM offers relief to family members who are providing care to their parents or relatives and assistance to those delegated as financial guardians. These services are also ideal for those to busy, those who travel, and for those whom simply have no time to handle certain details of daily financial management. Typical Services of a Daily Money Manager: to Organize, Monitor, and Simplify Daily Financial Activities Bill Paying and Record Keeping - Paperwork Assistance - Account Monitoring - Budgeting and Cash Planning - Monitoring Credit Card Activity - Compiling Reports and Statements - Organizing Records - Interactions with Professional Advisors - Balancing and Reconciliation of Accounts - Document Preparation - Serving as Power of Attorney However... we can do much more.