Daily Money Management

Financial Record Organization

Working With Your Tax Accountant

Maintain Independent Living & Peace

My Services

If you are concerned about your parents finances or a senior wanting help with paying your bills to maintain an independent lifestyle I can help.

Daily Money Management

Daily Money Managers (DMM) provide personal business assistance to clients who have difficulty with, or lack the time needed for personal monetary affairs.  My expertise as a DMM covers a broad range of tasks.  The actual work I do depends on client need.

Financial Record Organization

Daily Money Managers provide expertise in organizing tax documents along with referrals to tax, legal and investment professionals.  I can help you organize all of the paperwork you will need to bring with you prior to meeting with these individuals.

Organization of Mail

My DMM services also include monitoring your finances by organizing your mail and helping you to stop pre-approved credit card applications along with other unsolicited offers.  I also provide services to help you sort out and stop unwanted phishing emails in you email accounts.

Free 60 minute interview to define your needs and goals.

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