NexGen LLC Daily Money Management Services
A trusted partner for your day-to-day finances
A trusted partner for your day-to-day finances
We manage the personal administrative and financial business of individuals, families and seniors.
We specialize in the personal budget process along with monthly administrative activities.
We manage where and how your money is spent, and more.
• Make decisions and provide information that is always in your best interest.
• Represent your needs and follow through on your expressed wishes.
• Educate you on common financial services and assist in your decision-making, as necessary.
• Negotiate with creditors on your behalf.
• Provide assistance and representation for your personal financial affairs.
• Negotiate debt reductions and manage you through them.
• Ensure revenues are received on a timely basis and are accurate.
• Take care of basic financial requirements: Pay bills, open mail, reconcile bank statements, review health and other insurance billings, and handle all personal financial tasks.
• Provide a monthly financial review of spending, cash receipts, and credit charges. Highlight spending habits and opportunities for improvement.
• Establish a monthly budget process and coach you through it. Or, manage it for you.
To excel in providing solutions that will add value and support to the financial well-being of our customers, allowing them to live a better independent quality of life.
Through a monthly planning process and support models, provide a means to our customers that exceed their expectations in achieving financial stability and emotional control over it. Provide exceptional services to support the daily management of our customer's financial and administrative activities. Our mission is to create relationships, not transactions. Our promise is that we'll be there, as questions or issues arise, every step of the way.
• We will execute with the highest level of integrity, honesty, and concern for our customers.
• We will adapt and change as necessary to improve our services.
• We believe in building relationships with lasting value.
• We believe in open and honest communication.
• We will continually strive to improve each customer's financial position.
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