Personalized financial guidance and administrative support for People Facing
Life Transitions
Personalized financial and administrative support for People Facing Life Transitions
is personalized for...
Divorced, Widowed or Newly Married People
needing critical personal finance management and support as they face life-changing transitions
New or Emergent Retirees
who want to keep their life balanced and secure as they adjust to new options for their time and personal finances
Younger Individuals and Families
interested in budgeting, spending plans, wealth accumulation, debt reduction, or student loan management
is personalized for...
Divorced, Widowed or Newly Married People
needing critical personal finance management and support as they face life-changing transitions
New or Emergent Retirees
who want to keep their life balanced and secure as they adjust to new options for their time and personal finances
Younger Individuals and Families
interested in budgeting, spending plans, wealth accumulation, debt reduction, or student loan management
When life changes course, we'll help keep your finances on track.
Re-establish balance. Enjoy financial wellbeing.
Life inevitably throws us curves, often unkind or unexpected… and with abrupt change comes a certain amount of chaos. Personal finances are often neglected in the wake of a loss, a lifestyle change, or other transition.
LifeArc is Eddy & Schein Group’s service created for these kinds of circumstances — providing proactive, detail-oriented personal finance management and critical administrative support for people facing life-changing transitions.
Like all Eddy & Schein offerings,
LifeArc is customized and managed to fit your needs.
When life changes course, we'll help keep your finances on track.
Re-establish balance. Enjoy financial wellbeing.
Life inevitably throws us curves, often unkind or unexpected… and in the wake of a loss, a lifestyle change, or other transition, personal finances are often neglected.
LifeArc is our service for these kinds of circumstances — providing proactive, detail-oriented personal finance management and critical administrative support for people facing life-changing transitions.
Like all Eddy & Schein offerings,
LifeArc is customized and managed to fit your needs.
Ask us about LifeArc.
This list of services is a starting point. We help determine which services will fit your needs and customize your personal finance organization and management plans.
Please click on each category to see all our Services.
Then give us a call.
Money management activities are performed digitally or manually, per your preference.
- Bill Paying
- Account Management – Checking, Savings, Credit Cards
- Detect, research, and resolve financial discrepancies
- Aid in preventing fraud and financial abuse
- Income/Expense Management
- Short- and long-term budgeting
- Personal balance sheets and expense reports
- Personal cash-flow analysis
- Review and rank spending priorities
- Expense tracking
- Identify expense reduction options
- Develop debt-reduction strategies
- Negotiate with creditors
- Organize Personal and Financial Documents
- Assist with correspondence
- Assemble Documents and Reports
- Tax
- Legal
- Insurance
- Track and Record
- Tax deductions
- Paid taxes
- Medical payments and benefit reimbursements
- Charitable donations, including multi-year pledges
- Cost basis of assets
- Research, Review, Document, and Troubleshoot
- Retirement accounts
- Social Security benefits and payments
- Eligibility for government programs
- Medicaid benefits
- Veterans benefits
- Holocaust survivor pension
- Analyze income and assets for estate planning
- Asset Recovery
- Identify and redeem unclaimed funds
- Access old safe deposit boxes
Medical/Home/Life/Auto/Umbrella
- Plan and Policy Assessment
- Decipher policies and other documents
- Review existing plans
- Apply for new/additional policies
- Prepare records and financial analysis for Medicaid applications
- Interface and Advocate
- Private insurance companies
- Medicare and Medicaid
- Prior authorization departments
- Pharmacy benefit managers
- Specialty pharmacies
- Providers
- Medical billers
- Claims Assistance
- Submit claims
- Appeal denials
- Track reimbursements
- Manage long-term care and catastrophic insurance claims
- Referrals and Coordination
- Attorneys
- Investment Advisors
- Financial Planners
- Accountants
- Bankers
- Mortgage Lenders
- Insurance Brokers and Appraisers
- Realtors and Escrow Services
- Professional Organizers
- Funeral and Cremation Directors
- Act as executor
- Identify beneficiaries
- Support executors/small estate administrators with financial organization
- Collaborate with attorneys
- Marshal assets
- Identify and access unclaimed funds and old safe deposit boxes
- Catalog artwork, antiques, treasures, etc.
- Facilitate appraisals and sales of valuables, such as artwork, jewelry, and property
- Organize and evaluate financial issues affecting divorce
- Prepare financial reports for pre-nuptial agreements
- Interface with Social Security for deceased spouse’s benefits
- Settle life insurance death benefits
- Household organization & downsizing
- Facilitate appraisals and sales of valuables, such as artwork, jewelry, and property
- Develop debt-reduction strategies and negotiate with creditors
This list of services is a starting point. We help determine which services will fit your needs and customize your personal finance organization and management plans.
Please click on each category to see all our Services. Then give us a call.
Money management activities are performed digitally or manually, per your preference.
- Bill Paying
- Account Management – Checking, Savings, Credit Cards
- Detect, research, and resolve financial discrepancies
- Aid in preventing fraud and financial abuse
- Income/Expense Management
- Short- and long-term budgeting
- Personal balance sheets and expense reports
- Personal cash-flow analysis
- Review and rank spending priorities
- Expense tracking
- Identify expense reduction options
- Develop debt-reduction strategies
- Negotiate with creditors
- Organize Personal and Financial Documents
- Assist with correspondence
- Assemble Documents and Reports
- Tax
- Legal
- Insurance
- Track and Record
- Tax deductions
- Paid taxes
- Medical payments and benefit reimbursements
- Charitable donations, including multi-year pledges
- Cost basis of assets
- Research, Review, Document, and Troubleshoot
- Retirement accounts
- Social Security benefits and payments
- Eligibility for government programs
- Medicaid benefits
- Veterans benefits
- Holocaust survivor pension
- Analyze income and assets for estate planning
- Asset Recovery
- Identify and redeem unclaimed funds
- Access old safe deposit boxes
Medical/Home/Life/Auto/Umbrella
- Plan and Policy Assessment
- Decipher policies and other documents
- Review existing plans
- Apply for new/additional policies
- Prepare records and financial analysis for Medicaid applications
- Interface and Advocate
- Private insurance companies
- Medicare and Medicaid
- Prior authorization departments
- Pharmacy benefit managers
- Specialty pharmacies
- Providers
- Medical billers
- Claims Assistance
- Submit claims
- Appeal denials
- Track reimbursements
- Manage long-term care and catastrophic insurance claims
- Referrals and Coordination
- Attorneys
- Investment Advisors
- Financial Planners
- Accountants
- Bankers
- Mortgage Lenders
- Insurance Brokers and Appraisers
- Realtors and Escrow Services
- Professional Organizers
- Funeral and Cremation Directors
- Act as executor
- Identify beneficiaries
- Support executors/small estate administrators with financial organization
- Collaborate with attorneys
- Marshal assets
- Identify and access unclaimed funds and old safe deposit boxes
- Catalog artwork, antiques, treasures, etc.
- Facilitate appraisals and sales of valuables, such as artwork, jewelry, and property
- Organize and evaluate financial issues affecting divorce
- Prepare financial reports for pre-nuptial agreements
- Interface with Social Security for deceased spouse’s benefits
- Settle life insurance death benefits
- Household organization & downsizing
- Facilitate appraisals and sales of valuables, such as artwork, jewelry, and property
- Develop debt-reduction strategies and negotiate with creditors
Please call for a free phone consultation.
Tell us how we can help.
Looking for a different service focus?
Looking for a different service focus?
Seniors, Adult Children of Seniors, and Adults with Special Needs
