At Day-To-Day Financial Management, LLC, we specialize in bringing financial order to your life. We are trusted, insured professionals dedicated to understanding your individual needs and to helping you understand what services Daily Money Managers can provide on your behalf. We will advise you every step of the way about the services performed so that you stay in control of your financial life.
We are members of the American Association of Daily Money Managers (AADMM). AADMM is committed to providing high standards of client services provided by its members. We proudly adhere to these high standards of practice and to their Code of Ethics to strengthen the DMM community.
A prerequisite of our AADMM membership required passing a Background Check. Also, due to our volunteer work at schools, religious organizations and children's activities, we both hold Pennsylvania Child Abuse History Clearances and have had Pennsylvania State Police Criminal Record Checks.
"Dawn handles things for my Father’s daily expenses and keeps everything up to date and in order to make his life simple and worry free. Their service is great!" ~ J.J., 5/26/2020
"Mary is very sincere and dedicated in taking care of my finances and is a great help in my “day to day” management. This has given me a sense of great relief. I would personally recommend Day-to-Day Financial Management . I am very happy with the service." ~R.C., 5/27/2020
Mary has 5 years of experience working in accounting firms and in the private sector. She also has 13 years of experience working as a consultant of Oracle Federal Financial Systems at Federal Civilian and Department of Defense organizations in the Washington DC Metro area. She held security clearances for some of her clients.
After moving to Bucks County, Mary spent time volunteering at her children's elementary school, was the Treasurer for the Home & School Association and was an assistant for CCD classes with her church. Currently, she is a Girl Scout Troop Leader and is the Treasurer for her local Girl Scout Service Unit which oversees 60 girl scout troops.
Mary graduated from Old Dominion University with a degree in Accounting. She lived in Northern Virginia for 18 years before moving to Bucks County, where she now resides with her husband and their three children.
Dawn has more than 20 years of insurance industry experience working primarily at a large multinational insurance company. During her time managing sales and operations for regional product groups in New York and Philadelphia, Dawn developed a broad range of knowledge in the areas of annuities, medical insurance, budgeting and financial management.
Dawn has spent time volunteering at her local synagogue and was Chairperson of the early learning center committee overseeing the financial operations of the pre-school where she also helped organize large-scale fundraising events. In addition, Dawn was a member of the caring community organizing meals, transportation and support for those in need. Dawn has volunteered in various capacities at her children’s schools and is currently a volunteer at a local animal shelter.
Dawn graduated from Central Methodist University with a degree in Business Administration. She lived in the Midwest, and New York City before moving to Bucks County, where she now lives with her husband and their three children.
Welcome! Your safety is our priority so we offer both in-home and phone/video consultations. Mobile Notary services are still available.