COHEN HUDSON FINANCIAL SERVICES, LLC
A Daily Money Management Practice

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Services

The expertise of daily money managers covers a broad range of tasks.  The actual work we do is customized to meet specific client needs; however, the scope of services generally includes:

- Bill Paying and resolution of related issues
- Monthly Bank Account Reconciliation
- Banking Assistance
- Budgeting


- Organizing Financial Records
- Decluttering Financial Paperwork
- Liaison to attorneys, estate planners, CPAs or 
      tax preparers, financial advisors, reverse 
      mortgage advisors and others

Copyright .
Cohen Hudson Financial Services LLC, Robyn Cohen Hudson, Insured and Bonded
5505 Connecticut Avenue, NW #366 Washington, DC 20015 (by appt) (202) 904-8890
Member, American Association of Daily Money Managers
   All rights reserved.
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