Managing Your Matters - logo
Assisting with Personal Financial Affairs

Elderly

Providing Personalized Solutions for Seniors and Their Families

Personalized Service Focused on Your Unique Needs

At Managing Your Matters, we provide specialized services to elderly clients who are struggling to manage their daily finances. We also provide much needed support to adult children who are feeling overwhelmed with this added responsibilty. 

Are You Facing These Problems?

  • Seniors concerned with their financial matters being a burden to their children
  • Seniors who would like more independence
  • Adults who cannot cope with, or do not have time to manage an elderly relative's financial affairs
  • Seniors confused about their financial affairs
  • Seniors unfamiliar with computers and having difficulty using the phone
  • Feeling buried in paper
  • Bills not being paid accruing late fees
  • Loss of a spouse and the widow(er) doesn't know how to settle affairs or manage finances going forward
  • Fears of elder financial abuse
  • No legal documents in place such as a will, power of attorney, health care proxy, advanced directives
  • Estate planning needs to be done requiring clear information of assets
  • Medicare, supplementary, and Medicaid insurance process is overwhelming and confusing
  • Information for tax filing is in disarray
  • Needs help with organizing home care, home services, and many other issues that seniors face
If any of these issues seem familiar, we can provide invaluable assistance. 
Contact Managing Your Matters for help.

Here are ways we can help 

  • Organizing and creating filing systems for all relevant information and documents
  • Coordinating and overseeing bill payments
  • Assisting with phone calls and other technology-related information
  • Computerizing, organizing, and categorizing all income and expenses
  • Reviewing all expenses to identify potential savings
  • Providing detailed income and expense reports
  • Identifying and reviewing assets
  • Establishing an ongoing spending plan
  • Addressing any debt and creating a debt reduction plan
  • Reviewing financial reports for any evidence of financial abuse and establishing systems to prevent further abuse
  • Reviewing medical insurance with referral to Medicare and Medicaid experts
  • Providing referrals to investment and legal professionals to address legal and investment needs while providing support and oversight throughout the process
  • Identifying and organizing tax items and documents for submission to a tax preparation specialist
  • Developing a home care plan
  • Evaluating home safety issues
  • Providing a trusted referral base and oversight of required services

Personalized Service Focused on Your Unique Needs

As your daily money manager and certified senior adviser, Managing Your Matters provides a valuable combination of financial management and senior advisory services. We address the special issues and concerns the elderly and their families face.

If you prefer, we can meet and work in your home to review activities, documents, and reports. We are happy to work with both elderly clients and their adult caregivers.
For additional information and to schedule a consultation contact us today.
Call 512-663-3830 for a FREE Initial Consultation
(30 minutes).
Ask About Same-Day Appointments.
"Elizabeth is extremely knowledgeable, efficient, and organized. Anyone that is drowning in paper or having difficulty processing a mountain of bills can absolutely count on Elizabeth to help them.

Not only is she extremely professional, she is also very compassionate and has a heart for helping her senior clients."

Marcia W., Austin
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ElderCare Matters
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