My Daily Money Manager

As a daily money manager, I act as your personal financial assistant. My services are customized to your individual needs and preferences.

​You can select from the following services:

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• ​Pay bills accurately and on time, including calls to payees regarding billing disputes.​

• Monitor and reconcile monthly bank, credit card,  and investment accounts​

• Sort and respond to incoming mail​

• Track and resolve medical and insurance claims​

• Make bank deposits​

• Audit bank/credit cards for fraud & scams​

• Monitor cash balances and anticipate transfer needs​

• Assist with Required Minimum Distributions​

• Organize tax documents for your tax preparer​

• ​Track income and expenses​

• Prepare quarterly financial reports​

• Develop budgets​

• Organize paperwork and maintain business files​

• Liaise with your financial advisor and tax preparer​

• Communicate with family​

• ​​Assist with Qualified Charitable Distributions​

• Resolve medical bills / claims​

• Reply to business mail at client’s direction​

• Assist with Required Minimum Distributions​

• Assist with Qualified Charitable Distributions.

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Services do not include tax preparation, financial investment advice, or legal advice.