Your personal finances are unique.
Let’s figure it out together.
Welcome to Koradel Capital Management.
We are your daily money managers.
Whether we're working side-by-side in your home or assisting you remotely, our mission is simple: to support clients who do not have the time or desire to manage their day-to-day finances. We specialize in working with older adults. Think of us as Financial Care Managers.
We understand that keeping up with all your financial accounts and bills can be overwhelming. That's where we come in – to provide the expertise and assistance you need to navigate through today's financial complexities with confidence.
Schedule a 20-minute introduction.
We would love the opportunity to get to know you and your situation. That’s why we offer a complimentary introduction to learn about you and discover if a daily money manager could help streamline your financial life.
What to expect.
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We work for you, and only you. We can be your objective third party and act as your liaison with your advisors.
We’ll implement credit monitoring, recommend best practices for login security, and monitor transactions in your accounts for anything that looks out the ordinary.
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You have a lot of responsibilities. Let us take some off your plate. From bill pay and budgeting to organizing your tax documents, think of us as your personal household CFOs.
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Enjoy the peace of mind when all of your assets and financial accounts are catalogued and maintained. Your heirs will thank you.
For Advisors.
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Have you ever presented a strategic financial plan to a client, see everyone nod their heads during the meeting, only to find out very little was implemented at the next client review?
If that sounds familiar, you are not alone. A daily money manager can help your client implement your recommendation and stay on track in between client meetings. We focus on tactical money management while closely aligning with your client’s financial plan.
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Ensuring the estate documents correctly reflect your client’s wishes is at the heart of your job.
Are you ever worried that your client may not have their assets titled correctly for your documents to be fully in effect? Or perhaps you have seen signs your client may not have the ability or desire to handle their day-to-day finances?
We can help.
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Do you have a client who has relied solely on their ex-spouse to manage their finances and now seems uncomfortable with the prospect of taking over this role?
We are here to bridge that gap.
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As clients age, typically the first responsibility they have trouble handling is personal finances, leaving them vulnerable to fraud.
A daily money manager can act as a financial advocate for your client and handle their day-to-day financial matters.
