A Daily Money Manager is another type of financial professional who provides personal financial services to individuals and families. We manage daily money matters such as bills, budgets, record keeping and much more.
Aging family members, busy people, or cognitively disabled people struggle to keep up with the daunting task of daily money chores but a good daily money manager can certainly help. We are proud to offer services in Daily Money Management including, but not limited to Bill Paying Service Management, Mail Management, Expense and Budget Tracking, Tax Organization, File Management, Notary Public and many other services.
We start by walking through a free discovery session. This allows us to understand how we can help you and sets the stage for the next time.
From there it is a very customized experience for each individual where we may take care of an individuals financial matters on a weekly basis, monthly, quarterly basis.