Personal Financial Assistants
We have built a team of professionals with a wide variety of talents to serve our clients. We have dedicated Daily Money Managers who are insured and bonded as well as a Professional Organizer who helps our clients collect and streamline their paperwork and attend to a variety of other tasks that don’t require fiduciary knowledge or experience.
Meet Jocelyn, Linda, Kay, Beth and Elizabeth.
Our goal is to ensure our clients have what they need to be comfortable and confident which includes support with bill pay and tax organization as well as back-up representation as their Power of Attorney and/or Trustee. To learn more about how we can help you and your specific situation, schedule a call.
How MemoryBanc got started.
When my parents had trouble remembering how to manage the checkbook, or even where the checkbook was, I stepped in to assist them. They had Wills, a Trust and the Power of Attorney was done, but that doesn’t really help you when you need to manage the day-to-day affairs. I found several financial institutions that refused to acknowledge the Durable Power of Attorney because it was more than 2 and 5 years old. This is still an issue for many of my clients.
To really help my parents I needed to know all the details most of us keep in our heads, on our phones or in a file cabinet. I needed to be able to find and access their banking and financial accounts to pay bills and manage their cash flow; I needed to know their medical history so I could be a competent health care advocate; I had to manage their household and know what service plans they had in place — all the little details we manage but never discuss but were important to know so I could help.
In my five years serving as advocate for my parents I learned how to step-in and work side-by-side to manage day-to-day finances and navigate important personal decisions. This experience led me to start MemoryBanc offering daily money management services. I also created an organization system that held all of this information and that I could share with my siblings, so they could easily step in and take over for me when I was out of town. Friends and colleagues asked for copies, so I developed and launched The MemoryBanc Register, a system that organizes the documents and details a loved one would need to step in and assist you while honoring your personal wishes. It led to our “Older-Adult Focused Innovation” award from AARP and the workbook was named “Book of the Year” by Today’s Caregiver magazine.
Today, MemoryBanc serves as personal financial assistants to people across the greater Washington DC area. Whether you are looking for daily money management services or help organizing your important financial and life documents, we would be pleased to discuss how MemoryBanc can be of service to you.
Thank you for your interest in my business.
Daily Money Manager, Professional Financial Advocate & Fiduciary
6841 Elm Street #120
McLean, VA 22101
Kay H. Bransford is a Daily Money Manager and the best-selling author of MemoryBanc: Your Workbook for Organizing Life. She has appeared on variety of television and radio programs to educate families, caregivers, and retirees on why getting organized is important to the well-being of every adult. The company Kay founded, MemoryBanc, received an “Older-Adult Focused Innovation” award from AARP Foundation, her Dealing with Dementia blog recognized as a “Top Alzheimer’s Blog” by Healthline every year since 2016. The workbook Kay wrote was named a “Book of the Year” by Today’s Caregiver. She has taught hundreds of classes and workshops on life preparedness to help other families get organized and live well.