Daily Money Manager

My journey into daily money management began unexpectedly several years ago. A dear friend of mine, whom I’ve known for decades, was turning 85 and going through significant life changes. She had recently lost her husband, and her Parkinson's Disease was becoming more pronounced. As someone who has always been a "budget nerd," I offered to help her with her finances. She agreed, and I began tracking her spending, reconciling accounts, paying bills, generating monthly spending reports, and monitoring accounts for fraud.

As I continued this work, I started collaborating with her estate planner, sending him the monthly reports I prepared. Both my friend and her estate planner were pleased with the thoroughness of my work. Inspired by this, I decided to build my business as a Daily Money Manager, helping others who find themselves in similar situations.

• Bill Payment: Managing and scheduling timely payments for bills to avoid late fees and penalties.

• Budgeting Assistance: Helping clients create and maintain a practical budget that aligns with their financial goals.

• Expense Tracking: Monitoring daily spending and providing insights into spending patterns.

• Financial Record Organization: Keeping financial documents organized, including receipts, bank statements, and tax documents.

• Bank Account Management: Assisting with the setup and management of bank accounts, including reconciliations.

• Income Management: Ensuring that income sources are tracked and managed effectively.

• Financial Decision Support: Providing guidance on financial decisions, such as major purchases or investments.

• Debt Management: Assisting clients in managing and paying down debts effectively.

• Tax Preparation Support: Organizing documents and information needed for tax preparation, often working alongside accountants and CPAs

• Communication with Estate Planner and/or Lawyers: By working together with your estate planner and legal team, we can create a cohesive strategy that secures your financial future and honors your wishes

• Scam and Fraud Awareness: Educating clients about common scams and fraud tactics, empowering them to recognize potential threats.

• Fraud Resolution Assistance: Offering support in the event of a scam or fraud incident, including guidance on reporting, documentation, and resolution strategies.

Services do not include tax preparation, financial investment advice, nor legal advice.

Our Daily Money Management services are offered at a monthly fee that reflects the complexity or simplicity of your financial needs. This flexible pricing structure ensures that you receive tailored support that aligns with your unique situation.

• Customized Monthly Fees: Your fee will be determined based on the specific services you require, whether you need comprehensive financial management or more straightforward assistance.

• Transparent Pricing: We believe in clear and upfront pricing, so there are no surprises. You’ll receive a detailed outline of your monthly fee based on your financial needs.

• Payment Methods: Payments can be made conveniently via Zelle, Venmo, or credit card, allowing you to choose the method that works best for you.

Investing in Daily Money Management is a proactive step toward achieving peace of mind and regaining control over your finances. Let’s work together to create a plan that suits your needs!