Daily money managers offer services to ensure the day-to-day finances are taken care of, and leaves you with a sense of relief. Life is busy at times no matter who you are. Whether you are a retired senior, single parent, busy executive, widow, or small business, we can all use assistance at times. Keeping a close watch on your daily income and expenses is extremely important and key to a secure future. I can take the stress away, so you can enjoy what really matters.
As personal financial matters become more complicated – finding time to focus on the daily tasks of money management becomes more difficult.
Not everyone has the same bill paying/organizing routine, and that is ok. I may have many suggestions, but in the end we will use a process that is clear to understand and one which the client is comfortable with.
I will use my accounting expertise to process and review the daily cash transactions and work through any issues that may arise. As your advisor, I will walk you through each transaction, this is not only to create mutual understanding, but to ensure the proper actions have been taken.
It can take many attempts to get the system and processes in place that work for you. What I have learned over the years is that nothing is set in stone...if you don't like how something is working, change it up.
Organizing has always been exciting, give me the messiest office, toy room or kitchen and I would be a happy camper. If you need assistance in getting your space in order let's do this. Many times all it takes is having another person by your side...your Accountability Partner.