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Testimonials
Melissa Kahn has provided my family with exceptional management services. My elderly parents needed help to keep abreast of their finances, bills, credit cards, and paperwork, some of which had become complex and tangled. Melissa spent the better part of a year sorting out their financial affairs. In that time, she demonstrated extraordinary kindness and empathy, as well as patience toward my parents. She also diligently got their papers into perfect order and has kept their affairs running smoothly. Melissa has also been an effective communicator, sharing with my siblings and me regular updates and information. She is always available, replies instantly to calls and emails, and is a pleasure to work with. In every way, Melissa Kahn has truly been a godsend for our family. — Son of Bethesda, Maryland clients  In the years I’ve been working with Melissa, she’s organized all my bills, taxes, and medical claims; she’s helped me meet deadlines that I would have forgotten about; and she even noticed that I didn’t have working smoke detectors and followed up to make sure they were installed. Because of her, I’ve gotten refunds I wouldn't have known to ask for, as well as avoiding a multitude of late fees. Most importantly, I feel a sense of peace, knowing that there is a plan in place for managing the constant flood of things that need to get done.
— Rockville, Maryland client  Melissa Kahn has been my daughter’s Daily Money Manager for the last three years, although recently, due to serious illness in the family, she and I have also closely collaborated. At the outset, Melissa completely reordered a huge trove of files, rendering every needed document immediately accessible, and as-needed has added new categories of files. She has picked up the mail and paid the bills, having been entrusted with dozens of checks signed in advance. Melissa has assembled tax materials annually for the CPA. She is cognizant of everything in the files, and took the initiative in calling attention to an insurance policy that my daughter had forgotten taking out. This saved my daughter thousands of dollars for excavation and replacement of a leaking water line. Melissa also spared my daughter potential expensive settlements by advising her that her excess liability policy had not been renewed. We have found Melissa to have a complete grasp of financial and administrative matters, and to be completely reliable and trustworthy. And we have been impressed by her unfailing soft-spoken and collaborative manner.
— Mother of Takoma Park, Maryland client |
It is impossible to describe how important Melissa's Kahn's help has been for me. In truth, she has been a godsend to my family. As my father's Power of Attorney, I had to apply for Medicaid out of state, and needed major help and guidance with navigating his mountains of paperwork I had been avoiding for years.
From the moment Melissa agreed to help me, I was enormously relieved. Her calm and compassionate approach to organizing and handling even the most unpleasant interactions with bureaucrats was so comforting and reassuring. Dealing with my father's paperwork from his whole working life could have been a nightmare; with Melissa it was actually a healing experience. Melissa goes above and beyond in her work. She draws on her years of experience with helping the elderly and their families navigate their finances. Since she cares about her clients, Melissa asks the right questions, and in my case, actually saved my father money. There are few people who I would trust with our family's personal financial information; Melissa is one of those people. She has integrity and takes care of her clients as if they were her own family members. I can't recommend her enough. — Takoma Park, Maryland client  Although my mother was very reluctant to accept much-needed assistance with her finances, Melissa Kahn was able to make the transition to using a daily money manager a pleasant experience. My mother found Melissa very tactful and sympathetic and even came to look forward to their sessions together. Working with Melissa allowed my mother to retain control of her finances for as long as possible while avoiding serious problems that would have otherwise occurred. Not only did Melissa ensure that bills and taxes were paid, but also she negotiated savings on contracts and submitted insurance claims, thereby offsetting some of the cost of employing a daily money manager.
As helpful as Melissa was to my mother, she was perhaps even more so to me as a daughter residing too far away to manage my mother's mail and bills. Melissa took care of sorting mail and saving important documents as well as setting up convenient auto-payments and making sure necessary checks were both written and sent. Her establishment and maintenance of a detailed filing system made it easy for me to locate records and information when my mother was no longer able to handle her finances. Most important, Melissa's work was vital to enabling my mother to stay in her home, as she wanted to do. I will always be grateful to Melissa for helping my mother fulfill this wish. — Daughter of Chevy Chase, Maryland client |
Contact Me for a Free Consultation | melissa@osgmoneymanagement.com | 240-645-5312