"Dad always took care of the finances, what's Mom going to do now that he's gone?"

 

"How can I help when I live so far away?"

​

"How could the electric be shut off? Dad should have enough money to cover the bills?"

​

Marianne can Help

A Daily Money Manager assists with personal money matters such as managing regular monthly bills, reconciling bank statements monitoring purchases, creating & maintaining budgets, and record keeping,

making life easier for you and your family. 

Send Email

Hiring a Daily Money Manager is like having a personal bookkeeper; keeping you organized and on top of your

day-to-day financial affairs.

More Information

A Daily Money Manager Assists With The Following:​

​

  • Paying Bills

 

  • Preparing Budgets

 

  • Preparing Checks for Signatures

 

  • Balancing Check Books

 

  • Reconciling Financial Accounts

 

  • Organizing or Reviewing Incoming Correspondence

 

  • Making Bank Deposits

 

  • Tracking/Monitoring Payments to Creditors, Insurance Companies or Medical Providers 

 

Signs you or an Aging Parent Needs the Assistance of a Daily Money Manager:

 

- Unpaid Bills

- Unawareness of Recent Purchases

- Unopened Mail

- Calls from Collection Agents

- Large Purchases

- Difficulty with Daily Expenses

- Avoiding Family Outings

- Secrecy Surrounding Money Issues

 

Maintain Your Independence, Call Marianne: 904-392-7602