Daily Money Manager
Financial Caregiver & Concierge
Using today to organize and protect tomorrow.
Daily Money Manager
Financial Caregiver & Concierge
What exactly is a:
2. Financial Caregiver
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Focuses on the entirety of an individual's unique situation, going beyond numbers and spreadsheets.
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Aims to understand both the client's current situation and their future aspirations to craft a tailored roadmap.
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Manages daily financial tasks with care and compassion, offering a tailored approach to each client.
3. Concierge
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Acts as personal assistant with unusual projects that don't fall under typical daily money management.
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Provides adaptable and evolving support in times of change, whether managing a loved one's estate or transitioning to a smaller living situation.
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Assists with arrangements and logistics such as appointments with doctors, lawyers, CPA’s, etc.
Daily Money Management support includes but is not limited to:
Organize and pay bills
Budget and cash flow analysis
Bank record organization
Organize tax documents
Track and manage appointments
Manage medical insurance papers
Verify claims processing
Advocate with professionals
Sort and follow up with mail
Banking and deposit assistance
Review investment statements
Scam avoidance strategies
Assist with living transitions
Set up of financial reports
Provide professional referrals
Negotiating with creditors
End of life planning, documenting, and arrangements
Achieve financial clarity
Set and achieve financial goals
Create personal financial management systems
Accessibility and Availability
I am committed to being accessible when you need me. Whether it's a quick phone call, an email, or an in-person meeting, I understand the importance of being there for you and your family. Your peace of mind is my priority.
Transparent Communication
I value open and honest communication. This keeps you and your family informed about every step of the financial management process. Through regular updates, I ensure you have a clear understanding of the progress and any decisions that need to be made.
Empowering Through Education
Beyond just managing finances, I believe in empowering you with knowledge. I prioritize taking time to explain financial aspects, ensuring you not only understand the current situation but also feel confident about future decisions.
1. Daily Money Manager
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Manages or assists with day-to-day financial tasks like paying bills, budgeting, and record keeping.
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May assist or advocate for clients in their dealings with lawyers, accountants, and financial planners.
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Serves a wide range of clients, including the elderly and busy professionals who need help maintaining control and accuracy of their finances.