Comprehensive Support for Your Daily Needs

Our Services

Tailored Daily Money Management & Home Assistance Services

At Cardinal Haven, we offer a variety of services designed to make your life easier and more organized. Our goal is to free up your time, reduce stress, and help you stay organized with personalized services tailored to your unique needs.

Your Finances in Good Hands

Financial Management Services

Our financial management services ensure that your financial affairs are handled efficiently and accurately.

Bill Pay & Online Payments: We manage your bill payments and online transactions, ensuring everything is paid on time.
Check Writing: We handle writing checks for your expenses, so you don’t have to worry about missing any payments.
Bank & Credit Card Reconciliation: We review and reconcile your bank and credit card statements, ensuring accuracy and preventing fraud.
Record & Paperwork Organization: We organize your financial records and paperwork, making it easy for you to find important documents when needed.
Tax Document Preparation: We organize your tax documents and deliver them to your preparer, ensuring a smooth and stress-free tax season.

Your Voice, Amplified

Client Advocacy Services

Advocating for yourself can be challenging, especially when dealing with complex issues. Our client advocacy services ensure that your voice is heard and your needs are met.

Client Advocacy: We advocate for you by communicating with service providers, financial institutions, and other entities through letters, emails, or phone calls.
Mail Sorting & Shredding: We sort your mail, handle shredding of confidential documents, and manage important communications.
Document Notarization: We provide notary services for your important documents, ensuring they are legally binding and properly executed.

Helping You Manage Daily Tasks

Errand and Personal Assistance Services

Daily tasks and errands can consume a significant amount of your time and energy. Our errand and personal assistance services help you manage these tasks efficiently.

Errand Running: We run errands for you, including doctor appointments, grocery shopping, and more.
Cleaning & Yard Work: We handle cleaning and yard work, ensuring your home is well-maintained and organized.
Home Organization: We help you organize your home, declutter spaces, and create systems that make daily living easier.

Ensuring Comprehensive Support

Coordination with Advisors

While we do not provide legal, investment, or tax advice, we can coordinate with your advisors to ensure you receive comprehensive support.

Advisor Coordination: We work with your legal, financial, and tax advisors to ask the right questions, gather necessary information, and implement their suggestions.
Holistic Approach: Our services are designed to complement the advice and guidance provided by your professional advisors, ensuring a seamless and integrated approach to managing your affairs.

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