Keeping your Day-to-Day Financial Life in Order
 Keeping your Day-to-Day Financial Life in Order

Services

My Life Keepers purpose is to remove the burden of paying bills and managing day-to-day financial tasks. Whether you are a senior adult who needs daily money management assistance, a professional juggling family and a career, or a busy single professional who simply wants to enjoy your free time, My Life Keepers can help you.  Our services Include: 

 

  • Assisting with check writing/bill payment
  • Organizing and maintaining financial records
  • Preparing monthly reports of cash flow activity and account balances
  • Providing scam awareness and reduction 
  • Visiting regularly at scheduled home or office visits 
  • Compiling documents for your CPA for tax return preparation
  • Preparing a My Life Vault file with key family information
  • Providing notary services
  • Assisting with reviewing annual credit reports
  • Inventorying assets
  • Providing funeral and cemetery arrangement research and assistance 
  • Assisting with estate finalization preparation
  • Senior companion services (limited) 
  • Coordinating services with other professional advisors

 

 

 

Yesterday, Betsy Bancroft said the following:

"I asked Amanda to help with my day-to-day finances so that I could focus my attention and time on my patients and my children. Amanda worked with my other professional advisors and I did not have to worry with the details. She provided me with helpful reports each month and was always accessible. I trust Amanda and would recommend her services to anyone who wants to simplify their life and reduce stress by having someone else handle their day-to-day finances."

Thomas H. Cawthon, Jr., M.D. Birmingham, Alabama

 

 

"Amanda McCollum helped me greatly with tax preparation and advice about financial matters when she worked for Kassouf & Co. With her gentle personality and thorough understanding of my financial matters Amanda ministered to me in a Christ-like spirit. Her expertise was especially needed, as I am poor with numbers and in advanced years with some physical limitations. I recommend her whole-heartedly at My Life Keepers and wish that I could still obtain her My Life Keepers wisdom in Birmingham, Alabama."

Betsy Barber Bancroft University Published Author at former NSU Press, Natchitoches, Louisiana; Banner Press, Birmingham, Alabama; presently Pelican Publishing Company, Gretna, Louisiana.

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My Life Keepers

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