PM PROPERTY MANAGEMENT SERVICES

PM FOR INDIVIDUALS

Upon becoming your Association Manager, I am dedicated towards providing managerial, secretarial, and administrative services.

With so many responsibilities and tasks that monopolize a busy lifestyle, building and maximizing a relationship with a personal property asset manager can relieve the burden of managing daily, weekly, monthly, and special circumstance finances for individuals and/or families. Bring balance for your checkbook, your life, and increase your leasure time with PM Property "Asset" Management on your side.

For a very reasonable monthly fee, PM Property "Asset" Management clients will receive the following personal property administrative services (including, but not limited to):

  • Bill-Paying- House payments, utilities, telephone bills, rent, etc.
  • Reviewing and analysis of Income & Expenses
  • Balancing the "Personal Checkbook"
  • Maintaining Organized Bank Records
  • Organizing Backup Documentation for Tax Season

In addition, PM Property "Asset" Management will deliver on it's commitment to help clients achieve their long-term financial goals with:

  • Personal monthly expense reports (or as required)
  • Assistance in identifying a realistic annual budget

A Personal Property Asset Manager serves a variety of clients, for a variety of personal situations: (including but not limited to):

  • Busy executive professionals
  • Small business owners
  • Individuals who aren’t strong in finance or just hate to pay bills
  • Frequent travelers
  • Senior citizens
  • Adult children responsible for an aging parent's affairs
  • Divorced individuals required to pay education, child support, or alimony court orders direct (or indirectly) to foreign parties
  • Widows suddenly facing managing unfamiliar financial responsibilities
  • Trust fund recipients who would like to make their inheritance last
  • Newlyweds who want to get their financial lives started with a healthy system

Do You?

  • Struggle with late fees
  • Struggle keeping up with paperwork
  • Have bills piling up in your mail box
  • Have a limited understanding of your monthly income vs. your expenses
  • Overspend with no accountability to your habits

Privacy, Confidentiality and Trust
At PM, our first focus is protecting your privacy and assets. With over 30 years of experience helping individuals, businesses, and large partnerships coordinate and manage their financial and property assets, we value the relationship and trust with clients and always look to a long-term beneficial relationship.

Please contact us by completing this form and we will get back to shortly to offer to answer questions you may have, including price, services offered, our setup processes, and references for our services.