Money management provides assistance to older adults to continue living independently Bill payment is a critical component to give you confidence and clarity that important elements of your day to day essential financial affairs are being kept up to date.
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Qualified | Transparent | Affordable
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Deb Marshall Shopperly has over 30 years experience as a corporate Business Manager and 15 years managing seniors financial needs. As a confidential, professional consumer advocate she ensures accurate and timely bill payment, negotiate with creditors, prevention of duplicative payments, monitoring for unusual spending, excessive withdrawals and suspicious activity.
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RAMP Program
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Alberta Special Needs Assistance
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Monthly Financial Management
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bill payment
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fully itemized reporting
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Long & Short Term Planning
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Documents Organization - file/computer
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Estate Administration
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POA/Wills
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Assets & liabilities
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Assistance with computer problems
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​connectivity
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file & app organization
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social networking
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