What is a Daily Money Manager?

 A Daily Money Manager is a professional who assists with the day to day details of managing your personal financial affairs.  Many people find this overwhelming, either because of a busy life, or physical limitations which make these tasks difficult.   A Daily Money Manager can sort through your mail, write out bills for your signature, balance your checkbook, make your bank deposits, assist you with budgeting, etc. Our services can be customized to your particular situation.


 Perhaps you are a caregiver of an aging parent, with a very busy life.  Let us take this burden away from you so that you have the time to spend with your loved ones.


Are you are a busy professional who travels frequently?  We can give you the peace of mind of knowing that your bills are being paid, and that someone is checking your mail to see that nothing gets overlooked.


Maybe you are a young professional, out on your own, managing your finances for the first time?  Perhaps you could use some help in learning how to budget your money and save for that house or new car.


Are you overwhelmed by the stack of bills waiting to be paid, and the checking account that has not been balanced in months?   Maybe you just don’t like handling the bills.  Let us do it for you!

We will set up a schedule for you and come to your home.   We are also happy to take on special projects for you.

Call us for a free in-home consultation.

Phone: 508-284-2946




                         Your Personal Money Matters