Daily Money Manager
You already outsource tasks like lawn care, house cleaning, childcare, or personal assistants. Those things protect your time.
Daily Money Management protects your wealth.
What This Service Delivers
Every bill is paid on time. No late fees, no missed payments
Every statement is reviewed for errors, fraud, or unnecessary charges
Cash flow is monitored so money is being allocated efficiently and intentionally
Fees and expenses are negotiated or eliminated whenever possible
Reimbursements, insurance renewals, debt management, and other financial to-dos are proactively handled (before they become problems)
This isn’t bookkeeping. This is financial stewardship. It’s protecting your time, your money, and your peace of mind.
You’ve worked hard to earn your income. You shouldn’t lose money to disorganization, oversight, or lack of time to manage the details.
Who This Is For
This service is designed for individuals and couples who:
Earn a high income but don’t have the time to track every bill, due date, or financial task
Are juggling demanding careers, businesses, or medical/legal practices
Want a proactive partner ensuring nothing slips through the cracks financially
Prefer a done-for-you approach rather than managing budgets, tracking expenses, or calling service providers themselves
Value accuracy, privacy, and trust, and want their money managed with the same level of professionalism that they bring to their own work
Are tired of fees, charges, and inefficiencies draining their income
How It Works
1. We get organized. We will make a list of all your bills and expenses, along with due dates, so we know what to pay and when to pay it.
2. We determine how much you need each pay period or each month for spending money. This steps sounds more difficult than it is. We've got a system in place to figure this out.
3. We change your accounts. We will set it up so we can receive all your bills in a shared email account. When we get your bills, it allows us to review everything before paying it to ensure there aren't any errors or hidden charges.
4. Finally, we determine how often you want to receive reporting and communication. Each client can establish their own parameters. Some like to be kept in the loop on every detail, and we are happy to oblige. Others only want to know when something is wrong on a bill or if there's a dispute. It's totally up to you. And because this will be a big change for you, we can start with you being very involved and as you get comfortable, taper off communication.