Roadmap to
Daily Money Management

Receive and review email and postal mail

Creating and implementing monthly budgets

Setting up online banking

Monitoring bills for irregularities

Bill Paying

Balancing checkbooks

Reviewing financial statements

Submitting insurance claims

Organizing and maintaining electronic & physical files

Collecting documents for tax preparation

Help prevent and/or contest fraud

Notary Services

Act as a liaison between our client and their designated professionals (Attorney, CPA, Financial Advisor, etc.)

• ​As your daily money manager, I do not replace your financial advisor, attorney, or accountant. In fact, I work with your advisors to execute your financial tasks according to your instructions.  I can work with your current advisors or recommend vetted, trusted partners if you request one.