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.