What is a Daily Money Manager?
Like its name implies, a daily money manager is someone who manages another persons finances on a day-to-day basis. The ins and outs of opening bills and paying rent, scheduling payments, budgeting, planning to get out of debt, reconciling bank accounts and the likes.
We handle your finances so that you don't have to. Our services are especially helpful at easing the burden of those going through life transitions.
Selling financial products is outside of the scope of our services. If you are looking for someone who is an asset manager or investment advisor, or a life insurance agent, please read about what we can do here.