Care Like A Daughter L.L.C. provides business and personal affairs management and care management for independent seniors and physically disabled persons.  Services are provided according to a mutually developed care plan using the highest professional standards — honesty, compassion, confidentiality, understanding, and integrity.

We establish and maintain ongoing communication with family members as requested.  Upon an initial consultation, a care plan will be developed to meet the needs of the client, including communication with family members and estimated monthly pricing schedule.

We serve the San Francisco Peninsula, San Mateo County, and northern Santa Clara County.

Financial Affairs Management

• Manage incoming bills and bill payment
• Deposit checks and balance bank statements
• Organize and prepare monthly/annual receipts and statements for client's tax accountant, financial advisor(s), and stockbroker(s).

Business Affairs Management

• Organize and prepare documentation for client's attorney
• Maintain documentation/records and oversee client's personal business transactions
• Initiate and process all business, household, and automobile insurance bills, forms and claims.

Medical Affairs Management

• Create and organize client's medical claim files
• Initiate insurance claims
• Escort client to medical appointments
• Establish excellent communication rapport with client's medical providers.

Personal Affairs Management

• Monitor activities of in-home caregivers
• Assist with and oversee appointments for household maintenance
• Assist with travel arrangements and airport check in
• Provide short-term companionship
• Assist with all phases of relocation including inventory and sorting of goods for relocating to a new residence
• Assist in arranging for the following services: professional financial, legal, medical, in-home caregivers, preparing meals, housekeeping, gardening and other needs as required.

Three years experience as a Business and Personal Affairs Manager and Care Manager for independent seniors; activities include all aspects of financial, business, medical and personal affairs management; Responsible for preparing in-home caregivers' weekly payroll, quarterly tax payments, EDD documentation and social security payments.

15 Years experience in Project Management for Telecommunication and Internet Telephony projects; 15 Years experience in high visibility Customer Service environments with a successful track record of satisfied customers.

Registered Private Professional Conservator; Commissioned Notary Public; Certified Tax Preparer; Successfully completed Income Tax Law course to better prepare client's income tax documentation for their accountant or tax preparer; San Mateo County "Friend of the Court" Conservatorship; Bonded; References.