Bill Paying, Financial and Personal Affairs Management
Who We Are
Julie's Desk offers daily money management services, as well as organizes and manages the personal affairs of seniors. Services can include bill paying, balancing checkbook and maintaining financial records, organizing tax documents, developing estate documents, shredding personal documents, reviewing service providers, and more.
We can sort through and inventory the household, financial, healthcare, and legal paperwork the senior accumulates, and then transition it to a secure, private environment that can be more easily managed on an ongoing basis. Julie's Desk also acts as a liaison between our client and third parties. Seniors who travel frequently or are away from home for extended periods of time can also take advantage of this service. Julie's Desk can deliver an invaluable service to adult children who worry about their elderly parents. We serve as an objective neutral party to take care of paperwork and be an extra set of eyes to be watchful of questionable activity.
Services cover Richmond and the surrounding communities.