Daily Money Management
———
Organizing Finances
for
Seniors, Busy Families & Professionals
Affiliate Member
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 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.
Who Do You Know Who Is:
Struggling to manage their bills and accounts?
Unable to keep up with home organization?
Bogged down by day-to-day financial details?
Living alone without family nearby to help?
A frequent traveler worried about how bills will be paid ?
More Information: The Importance of Daily Money Managers
Fiduciary Management Certificate
“Barb manages our mother's finances seamlessly and it is a relief to know someone is keeping an eye on things for her since we don't live locally."
M.B. - San Rafael / Monthly Bill Pay Client