Hiring a Daily Money Manager means having a dedicated professional on hand to carry out everyday bill paying needs, relieving individual stress, and keeping your financial house in order.Make sure you hire someone you can trust.
Is it time to hire a Daily Money Manager?
Consider these questions:
Do you find it difficult or lack the time to manage personal monetary affairs?
Do you struggle with or stress easily over paying bills, balancing your checkbook, etc?
Are you burdened by the finances of an older relative or family member?
Has it become a challenge to organize and maintain financial records?
Are you vulnerable to the risk of financial exploitation (fraud - identity theft - general errors)?
Do you travel frequently and worry about what paperwork awaits when you return?
Who Benefits
Busy professionals & frequent travelers
Senior citizens
Individuals who lack time/skills for personal paperwork
Adult children responsible for managing an aging parent’s affairs
Benefits Achieved
Confidence knowing an experienced neutral third party is managing personal business matters with greater control
Provide more time to attend to other pressing family needs