Hire someone detail oriented, experienced, and trustworthy.

Our daily money managers will monitor and pay incoming bills and quarterly taxes. We monitor your statements to catch any unusual activity in your accounts to reduce your risk of becoming a victim of fraud.

We will submit medical claims, review explanations of benefits, and work with Medicare and/or the insurance company to make sure claims have been paid properly. We will also help you manage your homeowners and personal property insurance.

Our daily money managers will clean out paper files and discard or shred items that are no longer needed. We also file documents regularly, using a system that works for each individual in either paper or digital format.

 Our daily money managers track income and expenses each month. We will provide you with a quarterly financial report that accurately and transparently shows you how and where you spend your money.

Be prepared for tax time with all your important papers collected in one place. Our daily money managers organize tax documents, calculate deductible expenses, and help fill out the tax organizer provided by the accountant.

 Our financial consultants can work with you to become debt-free faster by negotiating with creditors, minimizing interest payments, and creating a plan to pay down your bills.