WORKING WITH A DAILY MONEY MANAGER IS EASY
We follow a proven 5-step process for transitioning your personal financial management to include the services of a daily money manager.
Seniors and Their Families
Daily money management services make it possible for seniors to remain independent and maintain dignity, while staying financially secure and reducing stress for them and their families.
If you are in charge of a relative’s finances, Everyday Money Management can help manage their day-to-day needs while empowering them to make important financial decisions with your guidance.
We monitor their accounts for unusual activity while also ensuring they remain up-to-date with paperwork and bills. We can also act as advocates and liaisons with local care managers, insurance representatives, accountants, and other professionals to ease the time-consuming burden of managing these relationships, particularly from afar.
Busy Professionals
As a busy professional the last thing you want to think about when you get home, or if you are traveling, is paying bills and tending to the details of household paperwork.
Everyday Money Management can help you manage ALL your personal day-to-day financial affairs. You can feel confident that your bills will be paid on time and receive a detailed financial report each month that is accurate and confidential.
Professional Partners
As daily money managers, we regularly work closely with our clients’ attorneys, financial advisors, accountants, care managers and other professionals. We act as liaisons between our clients and their professional team. Whether providing financial reports, collecting the documents you need, or simply enabling effective communication between you and your client, our job is to make it easier for you to do yours.
Everyday Money Management’s thorough documentation provides for quick and easily accessible reporting and analysis. We make sure your client understands and fulfills your requests for information when it is needed.
FEELING OVERWHELMED?
WE CAN HELP
WHAT OUR CLIENTS ARE SAYING
“Robin is consistently very proficient, highly competent demonstrating terrific follow through and always with a smile. She is genuinely compassionate and we feel completely confident of her work and trust her implicitly…We could not function with our financial matters without her. ”
“Emily – you are too good to be true!”