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SignDottedLineDaily money management may well be an unfamiliar term to you, as the industry is relatively young. You are not alone! In brief: Think of me in basic terms  as your guide for navigating bills, budgets, and record-keeping. That’s just a start, and there’s more detail in the Services section.

As a daily money manager, I provide personal business assistance to –

  • time-pressed professionals
  • senior citizens
  • the adult children of those senior citizens
  • frequent travelers
  • busy parents …
  • in fact, anyone who has trouble paying bills on time and/or managing personal day-to-day business affairs.

My company provides professional, tailored, and confidential services to meet your individual requirements, or those of a loved one.

Initial consultations are always complimentary. I hope to be of service to you!