Daily Money Managers (DMMs) provide a wide range of services to clients who have difficulty managing their personal monetary affairs. We can enable you or a loved one to maintain independence while staying on top of financial obligations. This can include bill paying, bank statement reconciliation, budgeting, assembling tax documents, organizing financial records and more. We do not take the place of professionals in the accounting, investment or social services fields - we work with them on your behalf.
Perhaps you are too busy to manage your day-to-day financial obligations or would simply like an extra pair of hands. I can help you address daily bookkeeping and financial records management so you can spend your time on other priorities. I can help young grads just starting out get a good handle on their new financial obligations.
If you or a loved one is having difficulty managing daily money matters, or you are newly in charge and need guidance, I can help. I will work with you in your home to gain or regain control of your finances. Together, we will review your situation and determine the services you need.
As a financial professional with experience and compassion, I can offer you or your loved one a solution to retain control while safely managing your daily finances. I understand the need to provide ethical, confidential services and take great pride in consistently delivering that to every client.