I call Amanda my ‘person who gets things done’. When I first met her, my husband had just passed away and I couldn’t face all the bills and forms that started to pile up on my desk. We tackled the paperwork together. She helped me prioritize tasks and get everything tidy and properly managed. Now we have our twice-a-month routine. I set everything aside for her and we take care of things when she comes. It’s such a relief to know I have her in my corner!”
Dorothy V. | View More Testimonials »
Hire a Daily Money ManageR: Discover the Benefits
Let us help you organize your finances. Our experienced and highly qualified daily money managers specialize in helping people manage their day-to-day personal finances—paying bills, tracking insurance claims, organizing files, safeguarding important financial documents, budgeting, and more. We are happy to provide both in-person and virtual meetings to our clients. Our clients are seniors, busy professionals, or families of seniors seeking help with managing an elderly loved one’s finances. Our clients know that protecting their assets and managing their finances is incredibly important even though it can be overwhelming from time to time. That is why we strive to provide you or your loved one's with quality, professional, money management services.
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Our money managers quickly learn about our clients and their personal financial situation in order to provide the highest quality service possible, personalized specifically for their situation. There is no need for our clients to feel overwhelmed by their finances when they have an experienced daily money manager on their side. We are proud members of the American Association of Daily Money Managers and are happy to work with you in your home, your office, or remotely from ours. Learn more about us and our 33 year history!