The Money Manager Gal

Let's Simplify, Organize and Maintain

Your Financial House

Click here to book your FREE consultation

The Money Manager Gal

Let's Simplify, Organize and Maintain

Your Financial House

Click here to book your FREE consultation

Let's start with these 3 steps:

First step...Let's meet!

Let's meet at your home or office and see how we can make your financial house less stressful and less complicated. Let's start to gather all your important information and begin filling in your complimentary Beneficiary Binder. Let's also personalize your money management system with the best fit for you, either file folders or digital, whichever makes your life easier.

Second step...Let's simplify and organize!

Let's simplify and organize your financial house today! We can help you with maintaining your independence by helping with day-to-day financial and banking tasks, managing income and expenses, paying bills on time, organizing the endless stack of mail and paperwork, maintaining files, and providing oversight to guard against scams and those seeking to take advantage of the elderly.

Third step...Let's maintain!

Once your financial house is simplified and organized we will work hard to maintain that structure affording you peace of mind so you can focus on the things that bring you joy and make you happy. You can enjoy a stress free life knowing that your financial house is ship shape!

About The Money Manager Gal

Maureen Lafata, The Money Manager Gal

Born and raised in Orange County, California, Maureen is the CEO and Founder of The Money Manager Gal. She has worked in the field of banking and investments for most of her career. She holds a designation as Personal Financial Planner, PFP and a Bachelor Degree in Business. Throughout her career Maureen has obtained securities licenses (series 7 and series 6) and life agent license in financial services. She is a member of the American Association of Daily Money Managers. Maureen's passion and drive is in the area of simplifying, organizing, investigating, negotiating and taking care of her clients daily money management needs, whatever that might be. Her clients consist of the elderly, busy professionals, high net worth families and individuals that don't have the desire, patience, knowledge or time to manage their daily money management needs. If this sounds all too familiar...Let us help! Give us a call today! 562.221.2777

What we do

At The Money Manager Gal, we specialize in simplifying, organizing and maintaining the daily money management needs of busy professionals, high net worth families, elderly and individuals that don't have the desire, patience, knowledge or time to manage their daily money management needs. At The Money Manager Gal we can set up our clients accounts to automatically pay their bills on time so no bill is overlooked. We routinely monitor their accounts for fraud. We investigate and negotiate issues on behalf of our clients. This includes issues such as retrieving escheated funds from unclaimed property, negotiating large refunds for clients when contracts are not met, investigating and acquiring refunds from unjustified expenditures for the elderly. This is just to name a few issues we have addressed and resolved on behalf of our clients. We are willing to take a look at any current issues you have or any issues you have been putting off because the thought of trying to resolve them on your own is overwhelming. Let us help you! Give us a call today! 562.221.2777

Let us help you! Give us a call today!

Let The Money Manager Gal manage your day-to-day finances consisting of, but not limited to, bill pay, bank and investment reconciliation, fraud monitor, organize your tax documents, credit negotiation on your behalf, professional referrals - everything that comes across your monthly mail that relates to your personal finances.

Our process is easy! We first meet, then we simplify and organize your financial house and then it's time to maintain your daily money management needs so you can focus on and enjoy what you do best and leave your financial house up to us to manage for you. Let us help you! Give us a call today! 562.221.2777

The Money Manager Gal

The Money Manager Gal

We Can Help!

*Are you overwhelmed wondering if your bills have been paid on time or paid at all?

*Are you confused what mail is important and what mail can be thrown away?

*Have you thought about confirming that the beneficiaries on your accounts are up to date?

*Do you wonder if your assets have been re-registered to your Trust?

Let's start with these 3 steps:

First step...Let's meet!

Second step...Let's simplify and organize!

Third step...Let's maintain!

About The Money Manager Gal

Maureen Lafata, The Money Manager Gal

What we do

Let us help you! Give us a call today!