Daily Money Management

With daily money management services, you remain in complete control.  As your daily money manager, we are here to assist you with the management and organization of your day to day financial responsibilities.
Our services will meet a continuum of needs and is appropriate for most people who just need a little assistance or for those who would just rather spend their time doing the things they love. 

With daily money management services we can come to your home to assist you or we can take care of everything for you from our office.  You get to choose how much or how little involvement you would like have. 

Daily Money Management services may include: 

• Organization of mail & paperwork
• Set up filing system for bills and important paperwork
• Bill paying
• Reconciling bank statements
• Budgeting and cash flow management
• Banking including making bank deposits
• Create an inventory of assets and investments
• Medical claims management
• Review and reconcile credit card statements
• Coordination and management of other outside services; anything from lawn care to legal services
• Negotiate with creditors to reduce debt
• Track income and expenses for budgeting and tax deduction reporting
• Provide user-friendly financial reports
• Assistance with organizing information for tax return preparation
• Interface with other professionals including your CPA, financial advisor and attorney
• Capture all important personal information (legal, financial, insurance, credit cards, investments) and ensure this data is readily available when needed
• Referrals to other service providers and professionals when needed
• Review and analyze credit reports
• Household and property management