Homestyle Financial Services LLC.
Now Serving the Tri-Cities
and surrounding areas.
Now Serving the Tri-Cities
and surrounding areas.
Homestyle Financial Services is a Daily Money
Management company dedicated to easing the stress and
worry of dealing with your daily finances.
Older adults as well as busy professionals are likely to engage the services of a Daily Money Manager. DMM services can help older adults maintain independence while providing their adult children with peace of mind, knowing their parents’ needs are being met.
Many individuals and families have busy lives that leave little time for leisure pursuits. Daily Money Management services can give them more time for themselves by taking care of a variety of personal business and paperwork tasks.
Our objective is to protect your financial well-being. We protect all clients alike – whether big or small. With Homestyle Financial Services, you can be confident your daily household financial issues are being managed with the utmost care and confidentiality.
Jackie Melamed, Owner and Founder of Homestyle Financial Services, has an extensive background with over twenty five years in the financial and accounting industry.
Previous Job titles include:
Loan Officer, Accountant and Head Accountant.
She also graduated with honors earning a Degree in Accounting and Business Management from Baker College.
Involvement:
Five years as Executive Board Member and Treasurer for local school PTO
Three years as Cub Scout Leader
Two Years as Secretary on the Board of Christian Education for local church
Board Member on the Youth Group Committee
School volunteer
As a member of the American Association of Daily Money Managers, Homestyle Financial Services adheres to strict guidelines and Code of Ethics.
For more information go to: www.aadmm.com or contact the association directly at 877-326-5991.
Money Management Services are not just for the elderly and disabled.
Busy individuals find that a DMM can free up their time. Providing
them with a piece of mind knowing that while they are hard at play
someone is hard at work.
Working for You.
Daily Money Managers provide personal business assistance to clients who have difficulty with or lack the time needed, for personal monetary affairs.
"...I never realized how much time and energy was spent on paying bills and managing my money..."
Robert
"...Homestyle Financial Services has been a life saver!"
Michael M.
Daily money managers (DMMs) provide personal business assistance to clients who have difficulty in managing their personal monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts.
There are many factors which contribute to the need for a DMM. DMMs work with senior citizens, people whose careers make it difficult for them to find time for their own paperwork, and with people whose medical issues simply make it difficult to keep up with their finances, among others. Within the senior client base, most have a need for DMM services due to a physical change precipitated by the aging process, such as limited vision, arthritis or other conditions which limit the ability to write, dementia, or a simple loss of ability to follow through on tasks. Some others are so active in their retirement that travel and social activities make it difficult to keep up with paperwork, and they prefer to simply let someone else handle things for them. It is not uncommon for the adult child of an older person to seek the assistance of a DMM if the child does not feel they have the time or ability to maintain their parents’ affairs.
When a person:
• is overwhelmed in managing their finances
• does not have friends or family locally to help them
• has a busy lifestyle and wants to spend their time doing what they love
• travels frequently and does not want to worry about their bills being paid
• needs an unbiased third party to act in their best interest
• is at-risk of being taken advantage of, exploited or abused
• needs assistance in organizing and preparing their financial information
• has a disability and needs additional assistance to remain independent
• dislikes spending time on their personal finances
• is going through a major life changing event: change of health, loss of a loved one, divorce
• needs help getting started with good financial habits
A DMM does not take the place of professionals in the accounting, investment, or social service fields; rather, their work complements the work of other professionals by facilitating the completion of the day to day tasks. Unless your DMM happens to have separate professional credentials in other fields, he or she should not be offering you legal, investment, or tax advice. However, a good DMM should be able to recognize pertinent issues and refer you to professionals and organizations qualified to provide the other services you may need.
On the contrary, the assistance of a DMM is often the piece of life’s puzzle which allows many seniors to avoid guardianship or complete loss of independence. If you find that you are late in paying bills or do not understand certain financial forms that come in the mail, your family might pressure you to move out of your home or turn over your affairs to a legal representative. Often times, a twice-monthly visit from a DMM will allow you to keep your finances under your own control, with the DMM helping you to keep on track and to avoid errors which may have raised the concern of loved ones.
Homestyle Financial Services is Fully Insured!!!
Errors & omissions ("E&O") liability coverage provided by Dominion Insurance Services.
The AADMM sponsored program is a members only benefit underwritten through Lloyd's of London.