Daily Money Management

Daily Money Managers are trusted, experienced professionals who provide personal financial and bookkeeping services to senior citizens, the disabled, busy professionals and others.  Daily Money Managers bring clarity and order to their clients' daily management of bills, budgets and record-keeping. The goal is to keep our clients financially organized and independent. Typical services might include: reviewing mail with the client and deciding what to pay and what to discard, preparing bills for payment electronically or manually, bank statement reconciliation, making bank deposits, organizing tax related information and paperwork, setting up files and electronic or manual record-keeping systems, and coordinating with the client's professional advisors such as attorneys, investment and tax professionals, etc.

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