Get Peace of Mind and Your Weekends Back
- Do you put off paying bills and watch unopened mail pile up?
- Are you suddenly on your own after years of relying on a spouse or partner to manage the finances?
- Does your financial planner want to see a budget showing how you spend your hard-earned money?
- Is April 15th the most stressful day of your year?
If you answered “yes” to any of these...
Working with a Certified Daily Money Manager (CDMM®) can be your best-kept secret. We excel at managing your day-to-day finances, bringing order to your financial affairs, and giving you the peace of mind and free time you deserve.
We work with you confidentially to
- Track your expenses for budgeting and tax preparation using personal financial software.
- Handle your daily banking, bill paying, and financial correspondence, or teach you to do it online yourself using the most efficient methods.
- Keep your financial records current so you’ll be ready for meetings with your financial planner and CPA.
- Manage your service contracts, subscriptions, and other time-sensitive obligations.
We work with people like you. Read about how our services help
- Sally, unexpectedly on her own when her husband has a stroke
- Fred, a retiree who wants help but values his independence
- Arnie and Jane, a busy couple who want more family time
