Daily Money Management Plans
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, desire, or ability to manage their day-to-day finances.
Included Services.
Monitor bank account and credit card expenses.
Categorize and track spending.
Subscription and membership management.
Review and pay bills* on your behalf with your approval.
Negotiate bills when necessary.
Monthly billing reports.
Quarterly financial reports.
Personal Financial Statement of Net Worth.
12-month Cash Flow Projection.
Cloud-based, secure filing system for important documents.
Remote Monthly
$600/Month
Monthly phone or zoom conversations to review services performed and answer any questions you may have regarding your personal finances.
In-Home Biweekly
$975/Month
Twice a month in-home visits to help you write checks, pay bills, make deposits, and keep your documents organized.
In-Home Weekly
$1,500/Month
Weekly in-home visits to help you write checks, pay bills, make deposits, and keep your documents organized.
Premium Add-ons.
Financial Inventory creation and maintenance: $50/month (1 year minimum.)
Gathering and organizing tax documents for CPA: $540/year.
Household (caregiver, nanny) payroll oversight: $50/month plus the payroll system cost.
Mail management (for in-person only): $25/month.
Additional financial analysis or projections: $150/hour.
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.