Daily Money Management

Work with our Daily Money Manager to tackle mail, bills, bank statements, budgets, insurance and the like, and manage the day-to-day financial responsibilities of a household.

Duties may include the following:

  • Bill Paying – organizes bills and reminds the senior when to pay each bill, or if contracted and authorized, pays the bills directly from bank account
  • Financial Management – creates budgets and provides reports to track spending, monitors and reconciles bank and credit card statements
  • Advocacy – advises of community services and benefits available

Benefits to you or your loved one include assistance in order to live independently, protection from identity theft, fraud and elderly financial abuse, and prevention of family financial conflicts to name just a few.

How do you know when you need this service?

  • Bills are paid late resulting in late fees and penalties
  • Bills are paid multiple times
  • Mail piles up
  • No record of payments and deposits
  • Excessive spending
  • Unsolicited phones calls requesting money

We are here to help you in whatever capacity you may need.  We are members of the American Association of Daily Money Managers and follow a stringent code of ethics.

Schedule an appointment in your home or in our office with your support system of family and/or friends present to discuss your concerns and create your plan today!