Daily Money Management

Too much to do on your own? Let us handle the routine financial tasks for you, saving you time and money.

This Service is for You if…

  • You don’t have time to stay on top of your financial basics. 
  • Life circumstances, such as age or disability, have made it difficult to keep with routine financial tasks.

services we provide

“Done for You” Daily Financial Management

  • Bill-paying, including calls to payees regarding incorrect bills
  • Balancing checkbooks and maintaining organization of bank records
  • Preparing and delivering bank deposits
  • Organizing tax documents and other paperwork
  • Negotiating with creditors
  • Providing referrals to and working with legal, tax, and investment professionals.
  • Monitoring expenditures for incidents of fraud and exploitation
  • Plus any of the services offered as a financial coach

I adhere to the American Association of Daily Money Managers (AADMM) Code of Ethics.

 

Contact Me

Feel free to reach out to me to schedule an appointment or ask any other questions you might have about budgeting and daily money management.

(703) 348-3033