Collaboration with Other Professionnals

Seamless teamwork for your financial peace of mind.

Successfully managing your finances often requires more than one expert. As Daily Money Managers, we coordinate with other professionals, such as CPAs, attorneys, financial advisors, and care managers, to keep your financial life organized and aligned.

We believe in a team-based approach to ensure that every aspect of your financial well-being is aligned and nothing falls through the cracks. Whether it’s gathering tax documents, clarifying legal paperwork, or coordinating with care professionals, we’re here to help make sure your finances are in good hands, now and in the future.

What Other Professionnals Say About Us

Dana Woods

Rita has been working with one of my clients for 4+ months, managing his finances and paying his bills. She managed to make order out of chaos and is both trustworthy and reliable for paying bills, reporting on financial status and asking for feedback when needed. I could not ask for a better resource for a special circumstance such as this: a single, aging man with Alzheimer's disease who needs to have his bills paid and resources managed much the same as we all do. Rita, thanks for all you do!

Collaboration with Other Professionnals FAQs

Can you work with my CPA, attorney, or financial advisor?

Yes. We’re happy to work with any existing professionals you already trust. With your permission, we can connect directly with your CPA, estate attorneys, investment advisors, care manager, and other professionals to ensure your financial matters are coordinated and handled correctly.

What if I don’t have an accountant or attorney?

This is not a problem. We can help you recognize when professional advice is needed and refer you to trusted experts in our network.

Will I still need my CPA, financial advisor, or attorney?

Yes. A Daily Money Manager complements, but does not replace, other professionals. We handle the day-to-day financial details, so your CPA, attorney, and financial advisor can focus on their specialized areas. Working together as a team saves you time, improves coordination, and helps ensure nothing gets overlooked.