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.
Gathering and organizing tax documents for CPA.
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.
Financial Inventory creation and maintenance.
Mail management (for in-person only).
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.
Bill Pay Only.
1-10 bills each month: $200/month.
11-30 bills each month: $350/month.
More than 30 bills: Call for price.
Terms.
Set-up fee: equal to 2 months of the plan’s fee, due at signing.
Additional financial projects outside the plan’s scope: $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.