Trusted Daily Money Management

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.

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.

Financial Power of Attorney

When managing finances becomes difficult or overwhelming for you or a loved one, having a trusted person to handle financial responsibilities provides peace of mind. Cardinal Haven LLC can serve as a financial Power of Attorney providing ongoing assistance with day-to-day financial matters and helping keep finances organized and on track.

We will:

Work with your attorney to establish Cardinal Haven LLC as your financial Power of Attorney when appropriate
Manage day-to-day financial responsibilities, including bill payment, check writing, and authorized money transfers
Organize and maintain financial records, statements, accounts, and important documents
Coordinate with financial professionals and other authorized parties on your behalf
Provide ongoing oversight and documentation to help ensure financial matters are handled consistently, responsibly, and according to your wishes.

Financial Power of Attorney services are provided in coordination with the client's attorney and are limited to financial matters. Cardinal Haven LLC does not provide legal advice or prepare legal documents.

Cardinal Haven LLC is bonded and insured, providing an added layer of protection and peace of mind for clients and their families.

Client Advocacy

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.

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.

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.

Peace of Mind

So You Can Enjoy Life!

Work with Cardinal Haven in Landisville
for personalized financial guidance
designed to help you move forward with confidence.

Request an Appointment