There are times when an individual may find managing their finances difficult. A Daily Money Manager can assist with paying regular monthly bills, reconciling bank statements and monitoring purchases. Allowing you to maintain your independence at home. 

Let's Get Started

1

Call

Call Marianne 904-392-7602 to discuss your needs.

2

Free Consult

We'll meet with you in your home to assess your needs.

3

Create A Plan

Together we'll come up with a plan to help.

4

Implement It

We'll visit you on a monthly basis as determined by your plan.

Hiring a Daily Money Manager is a great option when seeking the least restirctive alternative to a public or private guardianship.

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

 

Marianne K. Maguire has passed a criminal background screening (Level 1 & 2)

 Through the CSA certification, AADMM Membership, and as

a volunteer of Community Hospice & Palliative Care.

Licensed     Bonded     Insured

Marianne K. Maguire, CSA
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Certified Senior Advisors (CSAs)® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business. Be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit: www.csa.us