Daily Money Management 

Be in control of your finances

DAILY MONEY MANAGEMENT SERVICES DESCRIPTION

SERVICES OFFERED

 

  • Coordinating and overseeing bill payments: make sure all bills are paid in a timely manner, set-up automatic payments (e.g. for utilities), prepare checks for signature

  • Implementing spending control: use a prepaid card, managed by us with restrictions on the ways the allowance can be spent

  • Balancing checkbooks and reviewing bank statements: check for unauthorized charges and potential savings (e.g. insurances, subscriptions, paperless billing)

  • Organizing and creating filing systems for all relevant financial information and documents: this provides input for CPAs, tax preparers, and Power of Attorneys

  • Sorting mail and controlling junk mail: handle bills and other mailed requests in time and destroy unsolicited offers

  • Setting-up and maintaining a budget: either electronically (e.g. Quicken) or on paper

  • Tracking all income and spending: either electronically (e.g. Quicken) or on paper​

  • Preventing fraud: review credit report and monitoring accounts for suspicious activities

In case you need more assistance with managing your daily life (e.g. calendar, mail, special projects), check our offering of Personal Assistant services.

All the services can be provided for a limited time only or ongoing at a regular (weekly/bi-weekly or monthly) interval.

 

​​Note: I cannot replace your financial or investment advisors, accountants or attorneys, but as Daily Money Manager I will work together with your existing financial team.

 

As a member of AADMM (American Association of Daily Money Managers), I have a clean background check and follow the association's Code of Ethics and Standards of Practice.

 

 

More information about Daily Money Managers:

 

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Serving Portland, Beaverton, Hillsboro

503 851 2449

sds@smartdailyservices.com

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