Client Services

Daily Money Management Services

For all our clients, our goal is to relieve stress and to save you time and money by keeping your daily personal and financial affairs current. We can work seamlessly with your family members or other financial professionals such as CPAs, attorneys, wealth managers and financial advisors. We can also provide good, trusted referrals to these financial professionals from our proven network.

Who can benefit from the services of a Daily Money Manager?
Ask yourself the questions below. Click on the heading to view client services specific to that category.

Busy Professionals

Are you too busy to handle your monthly paperwork?
Are you uninterested in handling your monthly billing and paperwork?
Would you rather use your free time to pursue your personal interests vs. paying bills?
Need help listing your assets and their locations?
Could you use some assistance for special projects – refinancing a home – reviewing insurance policies – shopping for a car loan?

Caregivers or Concerned Family Members

Are you concerned about a family member’s finances, but don’t have time or expertise to help manage them?
Do you live too far away to manage your family member’s daily finances?
Are you a financial guardian and would like assistance handling all the details?
Do you have a family member who has missed paying bills or paid the same ones twice?
Is your loved one overwhelmed when reviewing medical insurance claims, trying to figure out what to pay?
Does your family member have difficulty seeing, writing, hearing, or remembering, often becoming confused?

Seniors

Are you feeling overwhelmed dealing with whatever comes in the day’s mail?
Could you benefit from assistance with insurance forms, medical payments, and record keeping?
Have you recently lost a loved one and don’t know where to begin to sort out your finances?
Are you concerned about maintaining your financial independence?
Could you benefit from an impartial outsider reviewing your assets and finances?

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