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. 

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Cost of Services

Our billing rate for all services is $70 an hour. This includes time spent traveling to/from our client's residence, time spent with our client at their home/office, or tasks that are completed remotely. Any additional costs (such as postage or printing) will be passed through at cost. 

 

We value your time and wealth. Each client's financial roadmaps are different, so we strive to personalize a plan tailored to suit your needs and budget.