Records
|
|
Confidentiality is key:
All client information financial and otherwise are kept confidential. Information is only shared with written consent.
All client information financial and otherwise are kept confidential. Information is only shared with written consent.
Purpose-driven Processes
|
Our Purpose-driven Processes ensure that only the necessary professionals and “need-to-know” family members or caregivers are contacted, based on our client’s specific needs and directions.
Simply Balanced Solutions is experienced in sharing the right information with CPAs, CFPs, attorneys, guardians, trustees, and family or care managers, ensuring accuracy and confidentiality. This process guarantees that vital details are communicated effectively while safeguarding all client information in accordance with our Confidentiality Commitment. Our approach is intentionally adaptable, allowing us to meet the unique requirements of each client and their trusted circle of professionals and caregivers. |
Direct Communications |
With our Direct Communications aspect of the Records & Communications Solution we ensure effective interaction with our client’s professional team. With our years of experience, Simply Balanced Solutions can "speak their language," facilitating seamless communication with CPAs, attorneys, and other professionals.
We act as interpreters and guides, helping our clients understand complex financial matters while ensuring their goals are met. With a focus on precision, we make certain that all deadlines are met accurately and completely, streamlining processes and reducing stress for our clients. This proactive approach guarantees that our client’s professional team(s) is/are aligned and that their financial management is handled with care and expertise. |
Coordination |
Lastly, our Coordination aspect makes sure that Simply Balanced Solutions works seamlessly as part of our client’s Professionals Success Team.
By bridging the gap between financial and care wellness, we collaborate with CPAs and CFPs to ensure financial plans are adjusted to reflect actual spending and goals. Additionally, we provide important updates to interested parties, such as caregivers or family members, regarding any needs or challenges related to our client’s financial wellness. (See our Confidentiality Commitment for how we determine what and with whom to share information.) This holistic approach ensures that both the financial and personal care aspects of our client’s well-being are aligned and well-coordinated. We coordinate with your attorneys to accumulate information. This is common in time of changes, and it results in changing legal documents and/or creating Trusts. We make sure to obtain instructions directly from the attorney and help our client work through gathering the documentation accurately and completely. Often these changes create paperwork to be completed and include changing title on assets. We help our clients make these changes and communicate with their attorneys throughout the process to make sure that tasks are completed appropriately. |
Complete Solutions that include Records & Communications |
Simply Supported
Designed as a comprehensive Solution for Older Adults Simply Filed Designed to aid your CPA with filing your taxes. Simply TDB Designed for busy Professionals lacking the time to manage the day-to-day |
Additional Solutions
|
Bill Pay
Designed for getting the hassle out managing day-to-day bills. Organization Designed for getting you out of the "shoebox" and into the cloud Reconciliation
Designed to keep track of all of the in's and out's of your accounts |
Reporting & Net Worth
Designed to keep you "in the know" of all of your spending as well as the value of your assets and debts. Taxes Designed to be your CPA's biggest helping hand. |
