About Us
Inclusivity is a core value of Becker Financial Care Solutions. Our business is dedicated to creating a welcoming and respectful environment for every client, regardless of their age, gender, race, or ethnicity.
STEVE
The idea of being a Daily Money Manager was first planted when Rhonda and I were helping her parents downsize and move to a senior living facility. As they began experiencing health changes, it quickly became apparent they needed help keeping up with their financial affairs such as doctor bills, bank account reconciliations, and just managing all of their paperwork.
Recently, as I was looking forward to retirement, I began thinking about how I could use my time to give back to others. That's when I saw an article in the AARP bulletin about the Daily Money Manager (DMM) role and how a DMM can help those who aren't able, or don't have time, to keep up with the day-to-day demands of their personal finances. As I read that article, I knew I had found what I was looking for.
In addition to my desire to help others, I am also a numbers person. It’s who I am. I spent 36 years as an accountant working for companies that supported our country's national defense. I also served two stints as a church Treasurer, practicing good financial stewardship to ensure our congregation maintained the ability to accomplish its ongoing ministry.
While being an accountant for a large corporation may not sound like the perfect fit for a DMM role, many of the skills I gained over those 36 years are very transferrable.
· I learned how to use technology to simplify processes and get work done more efficiently. I can help set up paperless billings and automated payments to make your bill paying easier.
· I learned how to look at numbers and see the underlying story they tell.
I can help you create a budget and stick to it, or identify opportunities to reduce debt or increase your savings.
· I learned how to listen to and work with others for a common good.
I will listen to you to understand your needs and not try to sell you something you don’t need.
Let me be your Daily Money Manager!
RHONDA
My desire to be a Daily Money Manager comes from seeing how life stresses can take a toll on the emotional and physical wellbeing of people. As a nurse, I saw it frequently in patients and their family or caregiver. In my personal life, I saw it in my parents as they got older. My dad was diagnosed late in life with a terminal disease that would take his life after seven years. During that time there were many challanges my parents faced; moving from their home of 40 years, loss of independence and mobility and increased medical expenses. Steve and I started helping them with some of their financial matters and tracking medical claims. I saw how much relief that brought them in knowing their personal matters were being attended to by someone they could trust.
I worked as a Registered Nurse for 36 years. During that time, my central focus was always the patient as I strived to provide a high standard of care. My core belief was patient care needed to be individualized. One solution does not necessarily work for every person so it is important to listen and understand what is best for each individual. Involving the patient as well as their significant others is critical in developing a workable plan of care. I will follow that same approach as your daily money manager.
In addition to working with you to manage your finances, I can help you decipher your medical claims, ensuring that you understand what is being billed. I can set up your patient portals to simplify communications with your providers and thus help you stay apprised of your medical care.
Listening, identifying needs, utilizing appropriate resources, and advocating on your behalf are the skills that I will build upon to provide your personal financial care.
