Questions about how True Assisting can simplify your life?

Are you an insured company?

Yes, True Assisting is insured through a members-only benefit with the American Association of Daily Money Managers (AADMM) and undergoes background checks every two years.

What areas do you service?

We work within the Southern NH and Boston North area but are also available remotely as a Virtual Personal Assistant/Daily Money Manager (DMM), assisting new and current clients who often travel, own multiple properties, and manage family matters in other states. As a Virtual PA/DMM, we can continue working together without interruption no matter where you (or anyone else involved in the project) are located.

What type of work do you do?

True Assisting helps with various administrative-related tasks, including mail management, organizing bank and financial records, preparing and delivering bank deposits, gathering documents for tax returns, deciphering medical bills, and reviewing bank statements to detect potential financial abuse or fraud.

Will the assistant be the same every time?

Yes. When more team members are needed for a project, our contact list of trusted companies and professionals may assist us in completing any task.

What’s the best way to get in touch with you?

Send a message using our Contact Page. Include your preferred method of communication, and we’ll be in touch within 24 hours.

Are payments made directly to you?

Yes, payments are paid directly to us. Payment options vary upon the client and contract terms. Most clients choose a biweekly or monthly payment option. A deposit is required to secure short-term and large projects. Contact us to discuss your needs.

What kind of packages do you offer?

We strive to build a longstanding relationship with each of our clients. Customized short and long-term packages are available upon request. Contact us to discuss your needs and how we can help.

How about confidentiality? 

Your privacy is essential. Confidentiality agreements are always included as part of the agreement when sensitive information is needed to complete projects and upon request.

Who benefits from your services?

Although many of our clients are seniors, retirees, adult children/caregivers (“sandwich generation”), and High Net Worth Individuals (HNWI), we support people of all ages.

What is a personal assistant? 

A personal assistant is responsible for a wide range of tasks that vary with each client. Some examples may include help with scheduling and calendar management, as well as updating or creating a filing system, home inventories, setting up bill payments, and property management for primary or secondary residences. A right-hand man, often referred to as a “Girl Friday.”

What is a Daily Money Manager (DMM)?

Daily money managers serve to ensure that nothing falls through the cracks. They make sure your bills are paid on time and assist with balancing your checkbook. In many cases, a DMM also aids with tax document organization, decoding medical bills, running payroll for domestic staff, and negotiating with creditors.

Who does True Assisting work with?

Daily Money Managers are often the point of contact for their clients, ensuring that financial responsibilities are fulfilled, tasks are accomplished, and other finance team members are kept up to date. Additionally, financial consultants, lawyers, trustees, accountants, and care managers collaborate with Daily Money Managers to help clients manage their day-to-day affairs.