Organize My Life

I am a Professional Daily Money Manager which means that I manage my clients' day-to-day financial needs. I pay bills, organize and maintain financial records, deal with creditors on any billing issues, and much more. I work with accountants, financial advisors and attorneys as part of the personal financial team advocating for my clients. The scope of the work depends on the client's specific needs. The client's needs are assessed in the first meeting and can be adjusted as time goes on. I meet with the client, or the family, if they are the ones hiring me. This can be done over the phone or in person. The initial consultation is always free. From then on, I can either go to the client's home to pay bills and take care of client matters or I can have the billing address on all bills changed to my lockbox and pay bills from my office. The second option is often better for clients who are in a nursing home or travel a lot, or just prefer to have these things handled outside of their home. In that event, monthly reports are issued to the client (or the family, depending on the case) to see where their money went that month. The Professional Daily Money Manager designation is a professional designation issued by the American Association of Daily Money Managers and means that I have billed at least 1500 hours, passed an extensive examination, maintain strict ethical standards and take continuing education classes to maintain the designation. I was among the first in the country to earn the designation. I also have an MBA and previously worked as a financial advisor, held a series 7 and insurance licenses, and have taken the H&R Block tax course. Although I no longer give investment or tax advice, this enables me to work well with other members of my client's financial team and have a full understanding of my client's financial picture.