Managing Finances Does Not Have To Consume Your Life...
As a Daily Money Manager, I manage your finances for you.
I offer virtual Daily Money Management services to clients nationwide.
Who I Serve:
- Adult Children in Need of Assistance for Their Parents
- Small Business Owners (Business + Personal)
- High Net Worth Individuals and Families
- Busy Professionals and Families
- Individuals with ADHD, Autism, Anxiety
- Individuals in Transition
- Frequent Travelers
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How I Can Help...
My services are designed to meet your specific needs, but generally include:
- Bill payment
- Reconciling bank accounts and credit card accounts
- Budgeting
- Compiling monthly financial reports
- Submitting medical bills for reimbursement
- Monitoring accounts for fraud
Questions?
Have Questions? Feel free to use the button below to contact us.