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Roadmap to
Daily Money Management

Services can include, but are not limited to the following:

  • 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. 

Compass and Coins
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