Whether serving as a personal financial assistant, a member of an aging-life-care team, or in a similar role, I help people handle their personal affairs in an efficient, effective, and ethical manner. For reasons including busyness, aging, health issues, loss of a spouse, or an extended absence, adequately attending to personal business matters –one’s own or those of an elder– can become burdensome. People who are unable to manage their finances, especially those with age-associated financial vulnerability, are at risk for impoverishment, guardianship, and financial exploitation.
The services offered are primarily those of a “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 people bring order to their finances and achieve financial peace of mind. I can help seniors “age in place”, maintain independence, and possibly avoid guardianship.
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.