Certified Professional Organizer

Organizing Consultant | Daily Money Manager

Serving Fairfield County, Connecticut

& Surrounding Areas

Call NOW:

(203) 529 5162

Daily Money Management

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 Rates

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

Daily Money Management Services

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
Prepare correspondence
Interface with financial, legal, service, accounting and other professionals

For more information, please visit my sister site cpdmm.com

Who Uses A Daily Money Manager?

Seniors and Older Adults

Adult Children

Busy Professionals

Frequent Travelers

People in Life Transitions

Nonprofit Organizations

Small Business Owners

High Net Worth Individuals