Daily Money Manager
I understand that sometimes life just adds up- a demanding job, care-taking for kids or parents, health issues of your own- and during those times tasks like deep-cleaning your home, keeping up with your landscape, or paying your bills just seem overwhelming.
We’ll get you organized and pay your bills on time
After collecting information from you about your current accounts, bills and due dates, we will take over the responsibility of paying your bills on time. We will also make sure funds are set aside for non-monthly expenses like car insurance and holiday gifts.
We’ve got your back
In addition to paying your bills we will call companies on your behalf to dispute charges, settle credit card balances, or shop for cheaper insurance. We will monitor your credit score and give you relevant tips to improve your credit.
Often just having a second pair of eyes look over your accounts for fraudulent or unnecessary charges can save you the cost of this service.
How Daily Money Manager service works:
As a Daily Money Manager I oversee and complete the financial tasks of busy professionals and couples. Money is much more loaded, emotional, and triggering than an overgrown lawn, yet we don’t blink an eye at hiring a lawn-care-service. Why not hire someone to ensure your money is in order?
We will use our own budgeting system to make an ongoing plan for your paychecks. You will open a separate ‘spending money’ account that we will transfer your discretionary money into each pay period, so that you know exactly how much you can spend without feeling bad about it. We will get all your bills via email, so that we can review them and make sure there are no erroneous charges.
Lastly, we will agree on how often you want to be updated on your accounts and charges. Most clients choose to simply receive a monthly statement.
2 strategy and goal-setting sessions per year (every six months)
2 service hours per month
Guaranteed bills paid on time (or we will cover the late fee!)
Does this sounds like the best thing you’ve ever heard of ?
You can schedule a free 30-minute consultation with me to discuss the details and make sure that this process is right for you. **There is a $50 fee for signing up for the 30-minute consultation, but it will be refunded as long as you keep your appointment time- whether or not you end up using our service.
Each new client must commit to a three-month trial period, after which we can re-evaluate to make sure that it’s a good fit for both of us.