Simply TDB
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A Complete Solution for Busy ProfessionalsYou work hard. When you are not at work, you want to do things you truly enjoy. Whether it's spending time with family, working on your back-swing, or catching up with friends or volunteering in your community, it's probably not reconciling checkbook.
Simply Balanced Solutions is here to go through your mail and identify solutions to your daily money matters. Everyone's financial picture is different, and so are the solutions. Simply Balanced Solutions is here to take care of your bills, track income and expenses, and keep you in the know. |
"My brain has too many open tabs."
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With our Simply TDB Complete Solution, we start with our comprehensive Bill Pay Solution for clients who just simply lack the time to manage their day-to-day finances.
We handle the entire bill-paying process, ensuring all financial obligations are met promptly. By maintaining our detailed "Bill Pay List," we track and verify each bill, from utilities and credit cards to subscriptions and insurance premiums and everything in-between. Our meticulous approach reduces missed payments and late fees, keeping our clients' accounts in good standing. Our top priority by managing bill payments, is to allow our clients to focus on their professional and personal lives without worrying about their financial responsibilities being neglected. |
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Additionally, we offer our excellent Organization Solution to ensure that all of your important financial documents are available when you need them.
Whether you receive your documents in the mail or online, we create personalized filing systems tailored to individual needs, both in-person and online. We even help you upload them to the cloud for safe-keeping and easy access in the future. We process all bills by scanning and uploading them to the cloud, ensuring they are easily shareable with professionals and family members, as needed. Lastly, we also compiles important information such as ICE contacts, doctors' details, and usernames/passwords, maintaining persistent records that are always accessible. This organized approach ensures that all essential documents are managed efficiently, providing peace of mind and streamlined financial management. |
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We also include our detailed Reporting Solution to ensure our busy clients, have a clear understanding of their financial situation.
We generate comprehensive reports on income and expenses, offering a precise view of monthly financial activities. Additionally, we calculate net worth, providing an overview of overall financial health. We also collaborate with our clients' CPAs or CFPs to create tailored spending forecasts, aligning with long-term financial goals. These reports empower our clients to make informed decisions, maintain financial stability, and achieve peace of mind regarding their financial future, all while saving valuable time and effort. |
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Our Records & Communications Solution, is also included for handling various aspects of financial communication for our busy professional clients.
We make calls and adjust bills -as needed- on behalf of our clients, ensuring accuracy and timely payments. We also communicate directly with professionals such as attorneys and CPAs to coordinate financial matters efficiently. Additionally, we maintain open lines of communication with family members, Power of Attorney (POA), and Certified Care Managers, 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. |
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Lastly, our Simply TDB Complete Solution provides our thorough Reconciliation Solution, ensuring the financial stability by recapping everything else we have done.
We regularly assess account balances and review current transactions to confirm that adequate funds are available for upcoming expenses. This diligent monitoring helps prevent overdrafts and missed payments, maintaining our client’s financial health. By consistently checking and balancing accounts, we ensure that all transactions are accurate and that any discrepancies are promptly addressed. This proactive approach allows our clients to stay on top of their finances without dedicating personal time to detailed financial management, ensuring funds are always sufficient and accounts are in good order. |
