Our Services:  Money Management, Personal Advocacy, Concierge

 Sisters United Management & Consulting GBC is pleased to offer the following services, which will be tailored to meet your needs:

Personal Money Management

  • Manage checkbook, including paying bills, making deposits and reconciling bank accounts
  • Maintain calendar of bill due dates, renewal dates (e.g. insurance)
  • Organize important papers, financial and tax documents; asset inventories
  • Prepare budgets, debt reduction plans
  • Review credit card, medical, trust and asset statements, to assure accuracy
  • Consolidate and/or close credit cards, automatic orders
  • Provide notary services

Personal Advocacy

  • Sort and review your mail with you
  • Prepare Health Care Directives, Powers of Attorney
  • Negotiate with creditors
  • Serve as an intermediary with tax, legal and other professionals
  • Arrange for and oversee delivery of services such as cleaning, home repairs
  • Accompany to medical appointments and take notes
  • Provide referral information to social and professional services

Concierge Services

  • Accompany on shopping trips, religious and social activities
  • Arrange for and oversee small parties
  • Prepare daily time management schedules
  • Assist with special occasion reminders:  plan, purchase, wrap and mail gifts
  • Perform or arrange for pick-up and delivery services
  • Provide trustworthy companionship and respite for families; telephone check-ins

We do NOT perform any of the following:

  • Investment counseling
  • Home health care or personal aide services
  • Geriatric case management
  • Credit counseling (except as noted above)
  • Computer set-up or support
  • Legal advice or services (except as noted above)