A Daily Money Manager makes YOUR Covid19 work-at-home life less stressful!

"I cannot homeschool your children, but I can give you the time!"

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SDS Smart Daily Services LLC

HOW OUR LIVES HAVE CHANGED...

Before the Covid19 outbreak: Families were busy. Did you think you have not enough time?

After the Covid19 outbreak: Families are at home all the time, but even busier. Now we are juggling work life and child care and homeschooling at the same time. 

Even if we still have work, we get stressed about our money. And many of us worry about how to adapt should the crisis impact us more. You should react now and get the full picture of our income and spending and adjust our budgets. But this requires a clear mind and time...

...AND THIS IS WHAT A DAILY MONEY MANAGER CAN DO FOR YOU

You can choose from a variety of tasks. Whether you want to outsource only a few, or having a full CFO for your family, I can help you.

Under the current situation, most urgent tasks are:

  • Explore your income and spending, based on the date from the last months

  • Create a budget and start tracking expenses

  • Verify the budget figures and create a slim version with the minimum expenses

  • Think what changes could happen and what their financial impact would be

Other available tasks are

  • Coordinating and overseeing bill payments: ensure timely bill payments, set-up automatic payments (e.g. for utilities), prepare checks for signature

  • Implementing spending control: use a prepaid card with spending restrictions on the allowance

  • 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​

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

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

HOW DOES IT WORK?

During a first complimentary meeting (approx. 30 minutes) we will get to know each other and I will get a detailed understanding of your situation and needs. I will explain how I could work with you and which services will help to improve your situation. If we decide to work together, we will sign the service contract and will be ready for the start.

Depending on your situation we will have weekly, bi-weekly, or monthly meetings. Meetings will be either in person or by phone or video call. Between those sessions, we will communicate by email, and I will do tasks remotely to support you. Note that during the first phase of our cooperation, we will have sessions more often to set-up everything.

Due to the current situation with the Coronavirus, I am offering only remote services via phone or video call until further notice. 

HOW MUCH DOES IT COST?

The billing rate for Daily Money Management services is between $75 and $85 per hour (depending on the payment method and amount of hours in the package purchased).

After the ramp-up phase, most of my customers have ongoing costs of $300 - $450 per month. Note that this depends on the induvial need and range of service, it can be less or more than this.

READ A CASE STUDY FOR MORE DETAILED INFORMATION

For a better understanding of the possible savings and benefits a Daily Money Manager brings, I have added three different case studies:

CHOOSE YOUR CASE STUDY

Sue & Mark: A married couple with two jobs, children, and not enough time to care about their money. They spending most of the money without a plan and don't discuss money matters together

Sarah: A woman after a divorce and starting her own small business. She has never worked with her finances.​

Alex: A single man with extensive overspending habits. He is spending all his money on gambling and for other purchases and creates a huge amount of debt.

YOU CAN BECOME SMART WITH YOUR MONEY! 

  • start planning your financial goals

  • save money and reduce debt

  • get rid of "money stress"

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SDS Smart Daily Services LLC

(503) 851 2449

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sds@smartdailyservices.com

Portland, OR (serving metro area)

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