Payan Financial Services and Christina Griffiths, CA Licensed Professional Fiduciary
916-631-7367
Personal Money Management
We offer assistance in daily money management for seniors and busy professionals. Using computer accounting software, we are able to track disbursements, set up budgets, and offer financial reports on a timely basis.
- Paying bills
- Balancing checkbooks
- Paying income taxes
- Paying property taxes
- Bank deposits
- Power of Attorney
- Cost basis tracking
- Assembly of personal income tax information
- Providing cash flow projections
- Property management
- Assisting with medical bills
- Obtaining insurance
- Preparing payroll checks for household employees
- Providing referrals to legal, tax and investment professionals
Individual Customization
We customize our services to meet the needs of each individual client. While providing money management and fiduciary services, we are able to simplify the lives of our clients and their caregivers, and to provide a high quality of care for our clients.
Please contact Payan Financial Services for a confidential evaluation of your fiduciary and daily money management needs.
Christina Griffiths, Owner
Payan Financial Services
P.O. Box 2558
Fair Oaks, CA 95628
916-631-7367