Kim Loprete's Contact Details

Kim Loprete's Company Details

Practical Money Matters

N/A, N/A, N/A • 5 - 9 Employees
Financial Services

Practical Money Matters provides Daily Money Management (DMM) services. Daily Money Managers are financial professionals that provide personal business assistance to clients who need help managing their personal day to day financial affairs. We assist seniors, busy professionals, people with disabilities, frequent travelers, adult children of seniors, and adults who have recently lost a spouse or partner.We handle financial tasks that make up day-to-day life so you no longer have to. In addition to paying bills, we prepare budgets to help you track your spending, reconcile accounts, sort mail, and set up a financial organization system for you. When tax time comes around, all of your paperwork will be organized and easy to access. We also review your accounts for fraud and negotiate with creditors. So if you want to change your payment due date or if there are mistakes on your billing statement, we will handle it for you.We take care of daily money matters. We help you navigate bills, budgets and recordkeeping. We help protect your money and avoid financial scamsHiring Practical Money Matters gives you peace of mind and more time to do the stuff you enjoy. We come to you, listen to your needs and provide you with a personalized plan that allows you to stay in control of your accounts while we do the work. We provide you peace of mind; paying bills on time, staying within budget and staying independent longer.