We are passionate about independence. We understand how important it is for you, your parent, or your friend to remain independent and vital. At Everyday Money Management we support that goal by helping individuals organize and control their personal finances. We work tirelessly to help our clients get and keep their financial lives in order.
While money isn’t everything, it’s essential to a well-balanced life. Managing finances and staying on top of bills, paperwork and upcoming expenses is vital to a person’s well-being. We help our clients avoid negative consequences and we help them take advantages of opportunities that might otherwise be missed.
- We always act in our clients’ best interests, honoring their dignity and helping them preserve their independence.
- We are caring and compassionate. We work with our clients and their families, caregivers and professionals, to communicate effectively, build trust and create lasting relationships.
- We work transparently, creating an atmosphere of honesty, openness and accountability with our clients, while respecting their privacy.
- We serve our clients diligently, listening fully to their requests and requirements, and responding with competency and professionalism.
When my clients use Everyday Money Management, I am confident their financial affairs are being handled professionally, honestly, and with compassion. They have the experience and resources to meet any challenge.”Bill Gruen, CPA, CFP
Niki has been just stellar to work with. She is highly professional and very pleasant to work with. It has been a tremendous relief to know I can count on her to go through the papers that will be arriving.”J.M. - daughter of senior client
What I like about Everyday Money Management is the reliability and the regularity of appointments. They think of all the things I don’t think of and the ones I am thinking of. It gives me the confidence to not worry about my finances.”R.S. - 87 year old client
Leah’s professional and pleasant demeanor makes it possible to discuss the most private of money matters with her without embarrassment or strain, something I have not encountered in any other money professional.”S.O. - 35 year old client
Everyday Money Management staff are always very responsive and have a wonderful can do attitude.”J.M., - daughter of senior client
EMM took care of my aunt’s financial affairs for 10 years. I never needed to do anything or worry. They were responsive and always handled things professionally. Lynn was so personable and superb at keeping me on track.”T.V. - Niece of senior client
It has been such a relief knowing you are working on her money matters. I was able to have a nice visit with her last week without worrying about the paper piling up.”P.F. - Sister of senior client
I would be lost without Everyday Money Management. I used to cry with how overwhelming everything was before their help. EMM’s individualized communication, trustworthiness and consistency, have been assets that I never knew I needed but now cannot imagine life without.”K.B. - Daughter of senior client