For Seniors

Julie’s Desk provides safe and friendly help for seniors overwhelmed by paperwork: mail, bills, insurance and Medicare statements, medical and tax records and junk mail disguised as legitimate correspondence. Julie’s Desk efficiently organizes the paperwork, identifies what needs to be addressed and takes care of it.  We answer questions and resolve issues in a way that leaves the client feeling comfortable and secure with the way their affairs are handled.

Banking and Bill Paying

Julie’s Desk brings clarity and order to daily management of personal bills, budgets and record keeping. We assist with activities such as bill paying, day-to-day banking, account reconciliation and applying for benefits and services.

Health Insurance and Health Management

Health management today requires us to stay on top of things like Medicare, supplemental insurance, billing statements, medical records, prescriptions, appointments, deductibles, medical tax records to name a few. Julie’s Desk can eliminate the stress and confusion that often comes with these tasks and offer increased peace of mind.

Calling the Help Desk

Calling a help desk can be very frustrating and time consuming – whether it is navigating the calling options, understanding the help desk agent, or even reaching a human being! Julie’s Desk acts as a liaison between our client and third parties. We assess the problem, and if a call, letter or email is required, we track down the right person to assist, and follow through to resolution.

Personal Affairs

Vital records and legal documents build up over a lifetime of significant events and transactions. Julie’s Desk works with clients to identify the records that are pertinent to their needs today and in the future. Then we put them into an organized, easy to reference portfolio so they can find exactly what they need when they need it.

Snow Birds and Frequent Travelers

Seniors who travel frequently or are away from home for extended periods of time benefit from getting their personal administrative activities computerized. Julie’s Desk can make most, if not all of it paperless. For those who don’t travel with a laptop or prefer to leave the bill paying and record keeping behind, Julie’s Desk takes on the ongoing management as well.