Commonwealth Cash Management
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Seniors & Caregivers
One out of every four people in the U.S. is a caregiver for a family member or friend. Often this care-giving includes direct or indirect responsibility for the person's financial affairs. Do you or someone you care for find managing day-to-day financial routines to be too challenging? Have you considered the effort and risk involved in handling this yourself? Relieve yourself or your loved one of this burden by calling on Commonwealth Cash Management.

Our Personal Cash Management services encompass personal bookkeeping, recordkeeping, bill paying and investment data aggregation services. Each customer is assigned a dedicated CCM Client Assistant who works with the customer/caregiver, operating within a system of institution-quality checks and balances. Your Client Assistant is available to make personal visits on a schedule of your choosing, and the frequency of your contact with CCM is always up to you.

With CCM, senior customers enjoy greater independence — and their caregivers enjoy greater peace of mind. The following are other key benefits of working with CCM:
  • Save time spent on dealing with financial and other paperwork.
  • Know that utility, medical and other bills are paid on time.
  • Eliminate the confusion of separating legitimate bills from junk mail.
  • Get assistance in dealing with Medicare and other insurance issues.
  • Spend less time gathering documentation required for tax or legal preparation.
  • Lessen the likelihood of — and have accounts monitored for — fraudulent activity.
  • Receive guidance on sticking to a monthly budget.
  • Get a complete, up-to-date financial picture and manage funds remotely at

See a related customer study for a senior person and her caregiver.

Copyright © 2007 Commonwealth Cash Management
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