Robertson Checks & Balances is your trusted and caring daily money management service. I assist seniors and their families with personal financial and administrative services.
Allow me to partner with you to handle the meticulous details of your household finances, while you prioritize your time with the family and friends that matter to you most.
Trish Robertson
Services I provide:
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Bill paying, including calls to payees regarding incorrect bills and preparation of payments for client approval.
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Reconciling checking accounts.
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Providing general organization of financial papers and systems.
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Preparing budgets and spending plans.
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Sorting mail to help protect from scams and fraud, and reduce the clutter in your home.
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Preparing and making bank deposits.
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Organizing tax documents.
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Negotiating with creditors.
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Referring clients to legal, tax, and investment professionals and to community resources.
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Notary Public services.
WHAT PEOPLE SAY
Kristina S.
"I was in way over my head as a friend's durable power of attorney. Calmly, with a friendly smile and excellent skills and knowledge, Trish took away my stress. I wish I'd found her sooner."