Ethical and trustworthy help with bills, budgets, and record keeping.

(click here to read more about Daily Money Managers)

Client motivators:

  • seniors
  • busy professionals
  • issues with vision, handwriting, or hearing
  • frequent travel or mobile lifestyle
  • busy social schedule
  • unprepared at tax time
  • can't keep up with bills or mail
  • aging parents

Services available:

  • bill paying
  • making calls regarding incorrect bills
  • preparing checks for clients to sign
  • balancing checkbooks 
  • preparing and delivering bank deposits
  • filing documents and other paperwork.
  • deciphering medical insurance papers and verifying proper processing of claims
  • referrals to legal, tax, and investment professionals
“When tax season came, I couldn’t find my receipts. I needed help keeping it all in order.”
— homeowner