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Q: How does your service differ from online bill paying?
A: While online bill paying helps those whose time is valuable it still requires
you to manage your various accounts. GCP Financial works directly with you to understand your specific needs and through this relationship provides full-service management of your personal bills.
Q: When do Seniors need help with their finances?
A: This issue can be both an emotional and financial burden on adult children when an aging parent cannot - or should not - continue to manage their finances on their own. GCP Financial can assist in this difficult transition for the aging parent where they retain their self-esteem and you receive assurance that their finances are properly managed.
Q: Will my financial information be confidential?
A: Absolutely! As a Certified Senior Advisor there is a CSA Code of Professional Responsibility that has been adopted by the CSA Board of Standards with the purpose of providing ethical principles and rules for all persons who have been recognized and certified by the Society of Certified Senior Advisors to use the Certified Senior Advisor (CSA) designation. In addition, GCP Financial also holds "Active" membership in the American Association of Daily Money Managers (AADMM). This active status ensures that we abide by the Code-of-Ethics set up by AADMM. These strict standards ensure that all business is conducted in a safe and secure manner to protect your privacy.
Q: What does the service cost?
A: Our fees are determined by certain factors that are based on both volume and schedule of activity. Some needs require annual, bi-annual, or quarterly reporting while others require monthly or weekly management. Services are offered on both a one-time or contract basis. GCP Financial will provide a free consultation after a short review of your individual needs to determine the best solution possible.
With our experience you can be assured of the most efficient and knowledgeable service, thereby saving yourself time and money.
Q: Can GCP Financial provide a list of references?
A: Yes we can. Certain client's have provided references that are available upon request.
These are just a sampling of the many questions that are relevant to Daily Money Management. We would be happy to address any issue of interest.
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