Worried Seniors Paying Bills

Every Client is Unique

A Customized Plan For Every Situation

Personalized Evaluation & Plan of Action

Concierge Services

Allow you to

Focus on Quality of Life!

Every Client is Unique

A Customized Plan For Every Situation

Personalized Evaluation & Plan of Action

Grandmother Enjoying Granddaughter

Daily Money Management

Allows you to

Spend time on the things that really matter!

Trusted Financial & Concierge Services for Older Adults, Families & Busy Professionals

My goal is to provide peace of mind and ensure your loved ones are being well cared for and protected while preserving their independence and dignity.

Let me handle your personal and financial needs so that you can do more of what you love.

Learn what a Daily Money Manager can do for you so that you don’t have to worry…


As a Daily Money Manager, I help clients maintain independence by taking over the day-to-day financial and banking tasks, managing income and expenses, paying bills on time, organizing mail and paperwork, maintaining files, and providing oversight to guard against scams and those seeking to take advantage of the elderly. I offer a customized approach, leading with compassion and understanding of one’s desire to remain independent while being challenged by the limitations of aging, declining health, or other changing circumstances. Consider if it would be helpful to work with a professional who can provide privacy, confidentiality, and operate with integrity. Services are personalized to help reduce your stress and anxiety and offer you peace of mind.


  • Providing an initial evaluation of needs
  • Managing financial details of everyday living
  • Bill paying, examining statements, preparing payments for client approval
  • Creating budgets
  • Reconciling checking accounts and investment statements
  • Examining and paying credit card bills
  • Organizing paperwork, files, tax, insurance and legal documents
  • Negotiating with creditors, if applicable
  • Assisting with tax preparation
  • Assisting with estate settlement
  • Developing a customizable plan based on the individual’s wishes, working together with the family, caregivers and trusted advisors

Who Benefits?

  • Seniors needing personal or financial assistance
  • Out-of-town family members worried about elders and unable to provide oversight
  • Widows, widowers or divorcees needing financial, organizational or healthcare support
  • Those going through a transition or life changing event
  • Clients owning real estate assets
  • Trusted professionals and advisors concerned with their clients’ ability to manage life’s challenges or those seeking to protect their clients’ interests
  • Anyone overwhelmed due to declining health, mental capacity or other circumstances

My Commitment

I am committed to working with you, family members, and caregivers and your trusted tax, legal and other advisors to deliver the highest level of service and professionalism with compassion and integrity.

American Association of Daily Money Managers
Promoting the highest ethical standards in the industry

The Daily Money Manager (DMM) shall perform duties and discharge obligations guided by the AADMM code of ethics and in accordance with current state and federal law.