For more information, please visit my sister site cpdmm.com
Sort and open mail
Review, prepare and/or pay bills
Balance checkbook and reconcile bank statements
Make bank deposits
Organize financial and tax documents
Negotiate with third parties and/or creditors
Review medical bills and insurance claims
Interface with financial, legal, service, accounting and other professionals
(203) 529 5162
Paying bills is a chore. So is disputing a claim with your health insurance. Maybe you have better things to do! Maybe you are having difficulty managing these chores due to health issues or other circumstances. Either way, you are not alone! Many people hire a Daily Money Manager to help organize and track their financial and medical insurance papers, pay bills and maintain their bank accounts. As a Financial Organizer and a Daily Money Manager, I am a trusted professional that can save you time, reduce your stress, negotiate on your behalf, and refer you to other resources.
Daily Money Management Services are offered on an ad hoc basis or an ongoing basis. An in-person consultation is required for this type of service.
Phone Consultation | FREE
In-Person Consultation | $250.
Daily Money Management | $100./hour
Organizing Consultant | Daily Money Manager
Serving Fairfield County, Connecticut
& Surrounding Areas
Seniors and Older Adults
People in Life Transitions
Small Business Owners
High Net Worth Individuals