Client Profiles

The following profiles represent the breath of Personal Management Associates LLC’s services tailored to meet our client’s needs.

Client A
Client A, a 45 year old entrepreneur inquired about our services upon the recommendation of his attorney, a PMA client himself. Recognizing his lack of time available to reconcile his family’s finances, he sought PMA’s services. At his request, we categorize monthly spending and project future expenses. In addition, we reconcile bank statements, pay bills and provide monthly reports detailing all transactions.

Initially, we provided our customary courier service for bill pick up. Shortly thereafter, he requested that we change billing addresses to PMA’s office. We now receive his bills directly from vendors, and take directives from him via e-mail and fax.

Client B
Client B is an elderly woman living in a nursing home who has suffered for many years with Alzheimer’s disease. Prior to our involvement, an attorney served as her guardian. Upon her guardian’s death, PMA was asked to serve as liaison between the newly appointed, out-of-state guardian and Client B.

At the guardian’s request, we arranged for a private home health aide to visit Client B twice a week. In addition, we ensure that monthly nursing home bills, medications, clothing, personal needs and health insurances are paid. As an out-of-state property owner as well, we pay Client B’s property taxes. PMA’s monthly reports are sent directly to her guardian.

Client C
Client C, an elderly physician and meticulous record keeper, was made aware of our services by the administrator of assisted living at his residence during his wife's long illness. Following her passing, he felt overburdened with day-to-day financial organization and relinquished bill-paying and bank reconciliation functions to PMA. We now facilitate payroll for a private companion including all tax reports, act as a liaison to his estate planner for a gifting program, and preserve the integrity of his wishes by fielding calls from feuding family members. Furthermore, we safeguard against potential financial abuse from personal assistants who had access to Client C’s checkbook.

Client D
Client D was referred to us by her attorney on whom she relied for daily financial maintenance. With our involvement, she became financially organized, freeing the attorney from her frequent inquiries.

As a wealthy woman, Client D could afford to pay credit card balances but had continued to pay only minimums. At the time of our involvement, her debt exceeded $75,000.00. Once on board, we eliminated her debt, and now continue to assist her by paying her monthly bills and negotiating with contractors for work scheduled at her winter and summer residences in Massachusetts.