A Daily Money Manager (DMM) helps clients manage their day-to-day financial tasks, such as bill payments, bank statement reconciliation, and record organization.
What services does Cardinal Haven offer?
We offer a variety of services including bill payment, check writing, bank and credit card statement reconciliation, financial power of attorney services, tax document preparation, client advocacy, mail sorting and shredding, document notarization, errand running, and cleaning and yard work.
Do you provide legal, investment, or tax advice?
No, we do not offer legal, investment, or tax advice. However, we can coordinate with your advisors to ask the right questions and implement their suggestions.
What areas do you serve?
We serve Lancaster, Dauphin, Lebanon, Cumberland and York counties.
Can I sign up for my elderly parent?
Yes, we realize that working families need help in making sure their parents are keeping things organized, paying bills, and getting to appointments. Cardinal Haven provides peace of mind for you and your loved ones.
How do I get started?
Contact us to schedule a consultation and discuss your individual needs.
Can you help with preparing tax documents?
Yes, we organize tax documents and deliver them to your preparer.
Do you handle confidential documents?
Yes, we sort mail and securely handle the shredding of confidential documents, ensuring that all personal information is kept strictly confidential.
How much do your services cost?
Costs vary depending on the services required. Contact us for a personalized quote.
Can your services be tailored to meet specific needs?
Yes, we offer services customized to each client’s specific needs.
What is the best way to reach you?
You can contact us through our website, by phone, or via email.