Managing Your Matters

I am a personal daily money manager and provide services to busy families, professionals and those who find themselves overwhelmed with daily paperwork, bills and documents. I work with the individual in their home or a location of their choosing. My services are tailored to the need of my client, and can include bill payment, establishing spending plans, preparation of tax documents, organization and understanding of medical and insurance bills. I also work extensively with seniors and have the added benefit of being a Certified Senior Advisor providing information and guidence on a vast array of senior issues.