Services we can help you with:

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A Daily Money Manager (DMM) is a person who takes over a persons day-to-day financial tasks. Someone who comes to your home once or twice a month, or more if needed, to manage your personal finances such as: 

• Pay and monitor monthly bills 
• Organize important papers
• Negotiate with creditors
• Monitor accounts for fraud
• Balance the checkbook 
• Reconcile bank statements and investment statements
• Navigate health insurance claims 
• Resolve billing errors 
• Track donations 
• And much more!

A variety of people employ daily money managers, ranging from elderly clients to those simply too busy to maintain total control and accuracy of their financial needs.

Your financial house often requires more time and attention than you have available or that you want to tackle. The Money Manager Gal can bring order to chaos. Whether you need a financial organizer, bookkeeper or daily money manager, we can help. The Money Manager Gal can help simplify your life and give you more time to pursue the things you love. Don’t let financial stress hold you back from enjoying your life. Let us help you simplify, organize and maintain your financial house. 

The Money Manager Gal offers:

• Routine bill-pay
• Bank account reconciliation
• Investment account reconciliation
• Monitor and examine credit card statements
• Reconcile investment accounts
• Negotiate with creditors
• Pre-tax preparation
• Organize files, document management
• Organize and review mail and other correspondence
• Track and monitor payments to creditors, insurance companies, medical providers and others
• Financial management, including coordinate with accounting, investment, insurance, wealth management and real estate professionals
• Keep track of medical appointments or arrange transportation
• Identify the need for proper estate planning, including the essential legal documents for planning and protection
• Assist clients with estate settlement, together with estate attorney
• Guard against fraud and scams targeting the elderly
• Special projects specific to your household or situation
• Services may be provided locally in person or remotely

The Money Manager Gal can help with:

• Evaluate specific needs for our client  or their family
• If needed, arrange caregiving services for seniors
• If requested, arrange for house cleaning or maintenance services
• Identify possible ways to age in place or assist with relocation options
• Make sure medical appointments are arranged, including transportation
• Communicate with caregivers as needed
• Arrange appointments for personal care, shopping, and travel
• Household management and tasks, including grocery delivery, household repairs, housecleaning, pet care appointments
• Oversee the sale of property or other assets, including real estate management
• Other special projects can be arranged as may be needed, locally or remotely
• Any assistance needed to maintain a safe, healthy and happy life we are there to help