Services
Bill Management
Keeping up with bills can often feel like an all-consuming task. If not done properly, it can lead to late fees, interest penalties, and cost you additional money. Ducote Professional Services is here to ease that anxiety. Our team will monitor and pay incoming bills as well as keep up with items like quarterly taxes. In addition, we keep an eye on bank statements and credit card statements to make sure only payments you authorize are listed. These reviews will significantly reduce the risk of fraud.
Income & Expense Tracking
Busy professionals and retirees often lack the time or knowledge to properly track income and expenses each month. Proper tracking is essential to effectively save and invest your hard-earned dollars. Our team will track income and expenses each month and can provide reporting that shows where your money was spent as well as the sources of income.
Mail Management
Combing through your daily mail has become an enormous task in today’s complex environment. So many people have that large stack of mail sitting on a counter that is awaiting some type of action. Our team will review and sort your mail to keep what is important, shred what is sensitive, and throw away the junk. This will give you peace of mind knowing that there is nothing important that came through the mail that you might have missed.
File Organization & Management
Old papers and files are often tucked away in a drawer or stacked on a desk. Our team will review and clean out paper files and discard or shred appropriate items. We will categorize and organize all important paperwork for you to easily refer to in the future. Based upon your preference, we can do this either by paper files or we can scan and organize documents so you can easily keep items on your personal computer.
Tax Documentation
Our team will take some of the anxiety out of tax time for you. We will maintain all pertinent tax documentation for easy reference and filing. We will work with your tax preparer to assure that that all documentation will be ready and available for them in preparation for the next tax season.
Professional Liaison
You can feel confident that our Daily Money Managers can act as a bridge between you and your legal, tax, and/or investment advisors. Our CEO has multiple certifications and is a professional you can trust to effectively interface with other key advisors.
Short-term Financial Solutions
Final Asset Reconciliation
If you have lost a loved one, it can be difficult to go through their financial history and document their assets, including homes, investments, and bank accounts. Ducote Financial Services is here to help you with this difficult task. We’ll work with the family to go through documentation, make phone calls as appropriate, and work with other financial professionals to make sure assets are identified and accounted for.
Budgeting and Cost Reduction
Sometimes spending can get out of control. Changing your spending habits can be difficult, but if you’re facing large expenses, it may be time to make a change. Our personalized budgeting services can help you create a foundation for monitoring your cash flow and identifying areas where you could save money. We’ll work together to create a plan and recommendations to manage short-term expenses and help provide you with long-term financial security.
Financial Systems Setup
Many families have an interest in setting up computerized systems to monitor their finances. We can help you set up software to get that going. In addition, we can work with you to get you set up online with your banks and investments, as well as have mobile access as available.
