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Daily Money Management and Personal Assistance for Tulsa Area Residents
 

Assistance a la Carte provides both Daily Money Management and Personal Assistance to Tulsa area families, professionals and seniors. Company owner, Tracey Hall, is a Professional Daily Money Manager (PDMM) and is certified by the American Association of Daily Money Managers. She has been working for Tulsa residents since 2009.

Assistance a la Carte
  • Organizing financial records
  • Bill paying
  • Reconcile bank accounts
  • Prepare an annual budget
  • Provide budget-to-actual reports
  • Prepare records for tax preparer
  • Liaison for client with legal, financial, medical, insurance professionals.
  • Medicare supplemental and Part D analysis
Meet Tracey Hall
  • Run errands and shopping
  • Manage home repairs/maintenance
  • Appointment scheduling and calendar management
  • Provide local transportation
  • Make travel arrangements
  • Party/event planning
  • Pet care

The company carries a $1 million Professional Liability and General Liability insurance policy. Assistance a la Carte adheres to the American Association of Daily Money Managers (AADMM) Code of Ethics.

  Meet Tracey Hall
Tracey Hall, PDMM

Let's Talk

For a free consultation: 918-859-0654

tracey@assistancealacarte.com

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© Copyright 2009 - 2014 Assistance a la Carte. All Rights Reserved. Insured. Hall Creamer LLC dba Assistance a la Carte.