Daily Money Management for Individuals with Special Needs

Let us help manage the household! As a family member or a trustee responsible for a loved one with special needs, we want to make your life easier. Let us handle your loved one’s financial organization and daily money management so you can encourage their independence, stop worrying about paper piling up and important follow-ups being forgotten, and go back to being a loving father, mother, sibling, friend, or professional!

Our mission is to help your loved ones get—and keep—their financial life in order. We take the stress out of managing their paperwork, bills, communications with trusted advisors (physicians, neuropsychologists, therapists, case managers, advocates, accountants, attorneys, and financial advisors), and other important details.

Keep Your Loved One Safe and Independent

Let Assurance Family Partners become a key member of your loved one’s caregiving team to help them gain and maintain as much independence as possible. The risk of financial exploitation keeps rising and knowing that your loved one’s financial well-being is in the hands of an accredited professional provides you with peace of mind. From paying bills, to monitoring day-to-day spending, reviewing health insurance policies and filing claims, we can provide your loved one with a level of independence they otherwise might not have had.

Support You Can Count On

We advocate for our clients with special needs. We encourage them or their legal fiduciaries to provide us with contact information for family members and professionals, specifying with whom we can share information. That way, we can coordinate our efforts and everyone who needs to know is kept in the loop. Assurance Family Partners will clear the backlog and set up easy-to-follow systems, allowing you to step back in and get up to speed quickly if the need arises.

Assurance Family Partner’s daily money management services complement the work of mental health, legal, tax, and investment professionals to support clients’ and their families’ long-term financial goals. Our daily management and financial organizing services are tailored to each client’s needs and preferred way of doing things. If there are needs beyond our skills and experience, we readily refer clients to a wide range of other trusted service providers.