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Jody Rorick, CPA

Overview:

Specializing in Daily Money Management Services

   Assistance with financial "housekeeping"
   Bonded and fully insured
   Rated A+ by BBB of New Jersey
   Active member of the American Association
   of Daily Money Managers

Daily Money Management services such as sorting mail, paying bills, setting up files, resolving insurance claims, balancing checkbooks, budgeting, and assisting with tax preparation can be overwhelming and time-consuming for people unable to perform these tasks for themselves. A typical client for a daily money manager would be a widow who is not used to handling finances, and is inundated by insurance claims and bills, or a busy professional or business owner, who is pressed for time.

When You Might Want Help

   After the death of a family member

   During periods of illness, or after a hospital stay

   When you’re being pulled in too many directions

   If you’re having trouble seeing your checkbook, or can’t get out of the house

   When you can’t balance your checkbook and make ends meet

   When you’re paying late fees on bills and bank fees for bounced checks

   When you can’t find anything because appropriate files haven’t been set up

   When your family is fighting, and you’re looking for an independent voice

   When you have household employees, and don’t know what taxes to pay or what to withhold

   When your tax records are disorganized, and you’re not ready for your tax accountant

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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