Connie L.

Background

About Connie L.

I serve individual clients, primarily seniors, as a Daily Money Manager with Everyday Money Management (EMM). EMM serves primarily seniors, but also others, to maintain their independence and achieve their life goals through the organization and control of their personal finances. Additionally, EMM works with clients to keep their personal and financial lives safe by avoid scams and phishing scams.EMM works with clients to help them maintain financial order through effective management of their bills, online payments, insurance claims, and other financial data. We also perform bookkeeping activities, tracking income and expenses to help clients budget and guard against scams, and assist clients with tax document organization, general mail review and cataloging, and file administration. EMM's goal is to assist clients in maintaining their independence while fostering stress-free financial management for both its clients and their families.