Records & Communication

Records
& Communications

Simply Balanced Solutions offers an exceptional Records & Communications Solution, handling various aspects of financial communication for busy professionals.

We make calls and adjust bills on behalf of clients, ensuring accuracy and timely payments. We also communicate directly with your team of professionals such as attorneys, Certified Public Accountants (CPA) and Certified Financial Advisors (CFP) to coordinate financial matters efficiently.

Additionally, we maintain open lines of communication with family members, Power of Attorney (POA), and Certified Care Managers (CCM), providing updates and addressing concerns as needed, with prior authorization. This comprehensive approach to communication ensures that all relevant parties are informed and involved, promoting transparency and coordinated care for the client's financial well-being.

Purpose-driven Processes

- Assisting with various different professionals and "need-to-know" family members and caregivers, as needed and directed.
- Experienced with ensuring adequate and proper information is shared with:

CPAs/CFPs
Attorneys
Guardians/Trustees
Family & Care Managers

- Easily adapted to fit needs

Direct Communications

- Able to "speak their language" when it comes to dealing with the professional team
- Interpreting as well as guiding clients to meet goals
- Ensuring deadlines are met with accuracy and completeness

Coordination

- Work as a part of the overall Financial Professionals Success Team
- Helps to bridge the gap between financial and care wellness.
- Financial: Able to work with CPAs and CFPs to ensure plans are adjust to reflect actual spending and goals.
- Care: Able to ensure updates are provided to interested parties regarding needs or challenges that are related to our clients' overall financial wellness.

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.

Contact Us

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