Daily Money Management

We partner with you to manage your daily monetary needs and plan for future ones.

Making daily finances easy

When the pile of mail is growing and you’re avoiding it, you’re unsure if you’re catching all the details, or if you’re a Power of Attorney trying to manage finances from afar, a Daily Money Manager can provide peace of mind, clarity, and ensure accuracy.

  • Review mail, invoices, statements

  • Issue payments

  • Organize & file documents

  • Monitor cash balances

  • Negotiate with creditors

  • File insurance claims

  • Assist with benefit applications

  • Set up & manage payment systems for caregivers

  • Create budgets for future care expenses

  • Avoid fraud & exploitation

Finances are one of the most crucial components of aging. Exploitation or fraud can wipe out a person’s life savings in no time at all. Those resources are vital in getting you the care you need and cannot go to waste. We will help avoid these unnecessary losses and keep your daily finances in order.

We do not manage investments or provide investment advice. We do collaborate with financial professionals to verify account balances and access to cash.