Carrick Consulting, LLC

Carrick Consulting offers Daily Money Management services to meet the needs of seniors and clients with disabilities who can handle most tasks of daily living, but find it difficult to keep up with routine paperwork and bill paying requirements. The Carrick Consulting team can help gather, analyze and organize assets; explain the client's personal financial statements and budget requirements, including a Medicare plan review, if applicable; establish a budget; manage incoming mail; set up automated bill payments; provide a monthly report on income and expenditures; handle tax preparation; and research billing disputes.

Carrick Consulting can also act as Trustee, Durable Power of Attorney or Conservator where clients cannot handle the financial tasks for themselves.