Guidelight Money Management, LLC
4860 Cox Road, Suite 200
Glen Allen, VA 23060
ph: 1.804.241.7506
fax: 1.804.747.6182
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Guidelight Money Management provides an array of services from bill paying to financial counseling. Each client will receive an individual assessment to determine the customer's needs, which will roll into a customized service plan.Bill Paying
Timely bill paying to eliminate late fees, overline or overdraft fees. Careful monitoring of statements to ensure accurate billing to avoid erroneous or fraudulent charges.
Account Reconciliation
Balancing bank statements including checking, savings and money market accounts, preparing and delivering deposits and maintaining all bank records.Document Review
Document review includes the proper analysis of insurance and social security papers for validity and correct processing of claims and benefits. In addition, Guidelight Money Management will provide organization and storage guidelines for all important estate documentation.Financial Counseling & Debt Management
Financial counseling involves a review of all credit and loan accounts to assess client’s debt position. Guidelight Money Management will direct the client in preparing a payoff strategy and work with the client to develop an overall financial plan as well as providing a discipline for accomplishing goals.
This strategy will result in a appropriate budget focused on eliminating the client’s debt in an agreed upon time period and promoting maintenance of a healthy financial lifestyle.
ID Theft and Fraud Seminars
Risk management seminars to independent and assisted living communities on ID Theft and Fraud issues related to mail, telephone and internet.
Referral Services
- Evaluate and manage service providers, i.e. domestic help, lawn care, home and auto maintenance
- Provide referrals for legal, tax and wealth management services
Additional Services (for clients only)
- Preparation of contingency plans in case of emergencies
- Shredding of confidential documents
4860 Cox Road, Suite 200
Glen Allen, VA 23060
ph: 1.804.241.7506
fax: 1.804.747.6182
gene