"I've worked with Mary. As a financial advisor for over twenty years, I'm confident she can help my clients keep their financial affairs in good order." ~Jacob Riloff, Valens Group LLC
As a Daily Money Manager, we work with you, your loved one or your client to assist them with management of daily financial tasks. We make sure that bills are paid accurately and on time, correspondence is responded to on a timely basis, records are accurate, taxes are handled and that medical bills are understood. A good Daily Money Manager is caring, detail oriented, sensitive, patient and a team player.
There are a wide range of services that fall into the area of daily money management. This includes but is not limited to sorting & responding to mail, paying bills accurately and on-time, reconciling accounts, watching out for fraudulent activity, organizing files, reviewing and filing insurance claims, making needed phone calls, and much more. We customize our services to the needs of our clients.
We provide in-home service within Bucks and Montgomery counties. Through our remote services, we can expand our service area and work with our clients via phone or the internet. We will also consider traveling to surrounding areas on a case-by-case basis.
When determining if a meeting will be face-to-face or virtual, we take into consideration a number of factors including, but not limited to, the comfort level of our client with having someone working in their house, the nature of the services we are providing, and the distance to be traveled. Whenever possible, we prefer to meet with clients in the privacy of their homes.
We meet with many of our clients on a weekly or bi-weekly basis. Other clients prefer that we meet with them once a month. In between meetings, we remain in contact via phone or e-mail. We also have clients who utilize specific services on a project specific or consultation basis, such as when we work together on expense tracking and budgeting, or during a life transition where we assist with setting up procedures and routines.
For our standard daily money management services, we bill by the hour. For special projects we will charge a flat fee if an hourly rate is not practical. We do not charge for travel time.
We are pleased to offer a free initial consultation so we can determine what services are needed.
We are fully insured. Our insurance coverage includes general liability, errors and omissions insurance and cyber insurance.
Each client develops a relationship with their own personal daily money manager. Other daily money managers may be brought in if a specific area of expertise is required. The team does share important systems, which means in the event of an emergency another money manager can assist you.
Daily Money Management services allow our clients to remain independent and in control of their finances, while reducing the stress for individuals and their families. If you are managing a relative’s finances, we make sure that your family member’s finances are handled professionally while allowing them to make important financial decisions with your guidance. We document everything we do and often coordinate with or report to family members as desired. You can rest assured that we monitor accounts for unusual activity while making sure financial obligations and deadlines are met.
In addition, we frequently liaison with other professionals in your family member’s life including caregivers, accountants, insurance agents, and attorneys. We offer a free initial consultation, and anyone can contact us to learn more about what we do.
We frequently work with various types of legal agents and become a very important part of the team. Our daily money management services ensure that requests receive a prompt response and instructions are followed.
Yes. If you do not have anyone you wish to designate as a POA, Trustee, or as an Executor, we are able to act in those capacities on your behalf. We will contact your attorney to draft the necessary documents.
We work with business owners to assist them with paying personal and business bills and organizing paperwork. We also tailor our services to meet a wide variety of business needs.
Welcome! Your safety is our priority so we offer both in-home and phone/video consultations. Mobile Notary services are still available.