Daily Money Management
Be in control of your finances
DAILY MONEY MANAGEMENT SERVICES DESCRIPTION
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: