Daily Money Management

Organizing Homes & Offices

Organizing Finances

and

Managing Life’s Administrative Demands

WHY WE DO THIS WORK

—-TO HELP THOSE WHO DON’T HAVE SOMEONE TO HELP——   

For anyone who does not have family local or available, we are passionate about helping.

We help also Seniors to continue to live independently and assist anyone overwhelmed with keeping their house & office manageable by organizing the piles of papers, establishing filing systems, purging what isn’t needed, setting up record retention plans, and ensuring bills and taxes are paid on time .

And, we establish protections to reduce the likelihood of fraud by setting up secure practices both online and offline.

Our work  complements but does not replace the work of legal, tax, or investment professionals.

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Who Do You Know Who Is: 

Overwhelmed with organizing their home?

Struggling to make sense of healthcare bills?

Bogged down by day-to-day financial details?

A frequent traveler worried about how bills will be paid ?

Living alone without family nearby to help?

More Information:  The Importance of Daily Money Managers

 

“The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.”   - Ralph Waldo Emerson