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.

How We Can Help 

  • Sorting paperwork, organize and create a filing system for all relevant information and documents
  • Coordinate and oversee bill payments
  • Assistance with phone calls and other technology-related information
  • Computerize, organize, and categorize all income and expenses
  • Review all expenses to identify potential savings
  • Provide detailed income and expense reports
  • Identify and review assets
  • Establish an ongoing spending plan
  • Address any debt and create a debt reduction plan
  • Review financial reports for any evidence of financial abuse and establish systems to prevent further abuse
  • Medical insurance review with referral to Medicare and Medicaid experts
  • Referrals to investment and legal professionals to address legal and investment needs while providing support and oversight throughout the process
  • Identification and organization of tax items and documents for submission to a tax preparation specialist
  • Develop a home care plan
  • Evaluate home safety issues
  • Provide 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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