At Bellavissa We Serve…
Individuals with a disability
Are you disabled or responsible for a disabled individual and concerned about the management of finances and daily, weekly, or monthly financial commitments? We will offer consistent and ongoing support from experienced and trusted daily money managers.
Adult children responsible for an aging parent
Have you noticed your aging parents are having trouble understanding their bills, are paying late, or sometimes forgetting to pay bills at all? Maybe they are even sending money to vendors or individuals you don’t know. We will help you and your parents by providing daily money management services that help monitor financial accounts to ensure proper disbursement of funds and review for fraudulent activity. The peace of mind that comes from knowing your parents’ financial assets are secure is invaluable.
Busy professionals and travelers
Does frequent travel or obligations outside the home make it a chore to take care of your daily financial commitments? We will help by taking on those daily money management commitments for you and providing you with easily accessible financial reports allowing you the freedom for other pursuits.
Those experiencing the loss of a partner or spouse
Do you suddenly find yourself faced with tasks that your partner or spouse once performed? Our daily money management services include organizing and reviewing your financial documents, paying your bills and maintaining records, allowing you to focus on adjusting to your new situation.
provides peace of mind to our clients by managing their daily financial needs.