People who are unable to adequately manage their finances, especially those with age-associated financial vulnerability, are at risk for impoverishment, guardianship, and financial exploitation. I help prevent seniors and others from becoming victims of fraud. I can also assist with certain of their routine personal financial affairs.
The services offered are primarily those of fraud investigator, due diligence researcher, and “daily money manager”, a recognized name for someone who provides personal business assistance to clients needing help managing their personal monetary affairs and whose services meet a continuum of needs, from organizing and keeping track of financial and medical insurance records, to assisting with check writing and maintaining bank accounts. DMMs bring order to an individual’s daily management of personal bills, budgets and record keeping. To learn more about daily money managers and what they do, see here.
I do not provide investment or legal advice, sell financial products, or assume decision-making control of assets or accounts; clients retain possession and control of their money. My work complements the work of tax, investment, and legal professionals. My services can help prevent fraud and financial abuse, bring order to finances, and achieve financial peace of mind.
My approach is tailored to fit specific needs. All matters are strictly confidential. Licensed, insured and a member of American Association of Daily Money Managers. More information about me is here and my contact information is here. References are available upon request.