Daily Money Management Services: A Daily Money Manager is a professional who provides a wide range of personal business assistance to clients who want help managing their day-to-day monetary affairs.

• Bill-paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign.
• Balancing checkbooks and maintaining organization of bank records.
• Preparing and delivering bank deposits.
• Organizing tax documents so that tax time is easier and less expensive.
• Monitoring medical insurance papers and verifying proper processing of claims.
• Negotiating with creditors.
• Payroll preparation for household employees
• Organizing files
• Providing referrals to legal, tax, and investment professionals

Who needs a Daily Money Manager?

• Busy professionals who want to free up some hours for family time by hiring out the grunt work of keeping their personal finances in order.
• Frequent travelers.
• Senior citizens who might be overwhelmed by growing flow of paper work needed to maintain their independence.
• Adult children responsible for managing an aging parent’s affairs.
• Adult children of older adults who live out of town who need someone on the spot who will be in ongoing communication with the responsible family member.
• Recently divorced or widowed individuals who are suddenly faced with the responsibility of managing daily financial affairs.
• Newlyweds who want to get their financial lives started with a healthy system.
• Anyone who struggles with paperwork.