Barb Lyon, Principal

After a career of leading business and customer operations teams for software and service companies, Barb has taken her passion for helping others to a new frontier as a Daily Money Manager.  As with many of us doing this work as 2nd careers, Barb’s inspiration came from helping her mother-in-law; and, her own Mom, Dottie, when she was no longer able to track all of the details of managing her life and finances. This personal experience was the catalyst for Barb to start helping others who are at that time in their lives when they need trusted support. Barb also helps clients catalog their assets and organize their physical, financial, and digital lives.

Barb is a member and her practice  is guided by the American Association of Daily Money Managers (AADMM) standards of practice and code of ethics. Barb has also earned a Certificate of Fiduciary Management, providing a comprehensive understanding of the standards, practices, and legal and ethical considerations of professional fiduciary management. Barb is also a member of PFAC, the Professional Fiduciary Association of California.

The "We" in RelyOnB is Barb's trusted network of service providers OR your circle of known professional service providers all working together to ensure you are protected.

Barb is passionate about helping others sort through their personal obligations, downsizing what they can and organizing client’s lives so they can manage. Helping Seniors continuing to live independently is a core goal of RelyOnB.

More about Barb...