A note from Anne Rosen:
I am pleased to share with you that I recently started a new business called The Book’s Keeper, LLC. I provide services as Personal Financial Assistant to help individuals with their daily money management.
I created this business because I saw a need to protect and assist elder adults and those who have special needs from financial mistakes, scams and other banking chaos that can result as one ages or does not understand how to manage money. Unfortunately I have seen many situations where accomplished business professionals who once managed money successfully have made serious mistakes. For example checks are bounced for the first time ever, huge penalties must be paid for not making a required minimum distribution on time and homeowners insurance is cancelled because of a missed due date. These are just some of the things I can help my clients avoid.
In addition, from years of experience with my daughter, I can help adults with special needs manage their money, make sure balances never go over the allotted amount and handle all the paperwork that goes along with receiving governmental benefits.
Others who would benefit from my services include recent widows, those who are faced with a serious illness, those who have out of town family as caretakers and even two income professionals who would prefer to hire it out so they can concentrate on family and travel. Sometimes the need for help is temporary, sometimes it is long term. I give my client’s piece of mind by working together on their terms to make sure nothing is getting overlooked.
I have been doing this type of work for many years and have previously handled the billing and payables for legal and medical professionals. For the past three years, I have been providing this service for a Bloomfield Hills family and as a result decided to launch this business formally.
My services are individualized depending on the client’s needs. I can help with as much or as little as they are comfortable with. I offer a free consultation usually lasting 1 hour. I can supply references if needed. If you know of anyone who can use my services, I’d really appreciate it if you would pass along my name and the enclosed flyer.
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Thank you for your time.
Best,
Anne Rosen
