APPROACH

We work transparently, creating an atmosphere of honesty, openness and accountability

 
 
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Financial matters are deeply personal and managing them can be overwhelming, even at the best of times. Paperwork can be confusing and it is easy to fall behind, leading to late fees, low credit scores, and unnecessary stress.

Everyday Money Management provides in-home daily money management services, working alongside our clients to support financial and administrative needs, while easing anxiety. The result is a relationship that allows clients to maintain independence, and families to feel confident that matters are handled properly.

 
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OUR CLIENTS

We primarily serve senior citizens, people with physical or mental disabilities, those who are coping with serious medical conditions, and fiduciaries such as agents under power of attorney, trustees, guardians and estate executors.

We work with individuals in need of help, families looking for support for their loved ones, and professionals seeking assistance for their clients.

Learn more about who can benefit from professional daily money management.

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With more than a decade of service, Everyday Money Management is an established company trusted by hundreds of clients.

 

OUR VALUES

Personalized and confidential service

We always act in our clients’ best interests, honoring their dignity and helping them preserve their independence.

 
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Caring and compassionate
We work with our clients and their families, caregivers and professionals, to communicate effectively, build trust, and create lasting relationships.

 
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Transparency
We work transparently, creating an atmosphere of honesty, openness, and accountability with our clients, while respecting their privacy.

 
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Diligence
We serve our clients diligently, listening fully to their requests and requirements, and responding with competency and professionalism.

 

Quality work

We pride ourselves on the quality of our work and attention to detail. Our work is the foundation of our longterm relationships with clients.

 
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Proactive
We are proactive and stay on top of day-to-day, recurring, and infrequent tasks. Our clients rely on us to flag concerns before they become issues.

 
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Experienced and Systematic
We’ve worked with hundreds of clients over the years, and have established processes that we bring to every client relationship. A systematic approach, detailed documentation, and secure recordkeeping underpins our work.

 

Professionalism and Integrity

We pride ourselves on the quality of our work and attention to detail. Our work is the foundation of our longterm relationships with clients.

 
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Ethical
We abide by the American Association of Daily Money Managers Code of Ethics and embody these standards with each interaction and relationship.

 
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Secure
We take data security and confidentiality seriously, reviewing our policies, procedures, and supporting technology on a regular basis to ensure our clients are always protected.