"Dawn and Mary are very diligent and compassionate people. They take great care of their clients. I would trust them completely.” ~Rich Newman
At Day-To-Day Financial Management, LLC, we are dedicated to making your life easier. We conduct phone consultations and face-to-face meetings in the privacy of your home or virtually to discuss your goals. The services that we provide are then tailored to assist you with keeping your financial life in order. We do more than just pay bills, we make sure you have the time and the freedom to enjoy your life.
We start with an initial consultation. We welcome you to include a family member, friend or financial/legal professional to join in the discussion. Together we listen to your needs, strategize and come up with a plan you are comfortable with, allowing you to maintain your financial independence. The services provided will be selected by you and a schedule will be developed to make sure that your finances are up to date and accurate.
Mail Management: We sort, open and review your mail, throwing away the junk and shredding sensitive information. We also file those items that need to be kept.
Bill Payment: Bills can be paid online or with handwritten checks which are signed by you or your legal representative. When appropriate, we can arrange for automatic payments of bills. We work with your CPA to make sure all tax payments are made on time.
Reconciliation of Checking and Credit Card Accounts: All accounts will be balanced monthly.
Fraud Review: We monitor your accounts for unusual activity and review your monthly statements.
Personal Banking: We make deposits at your financial institution. We work with your financial planner to make sure that any required distributions are taken from your retirement account and that those distributions are placed in the accounts that you have designated.
Budgeting: We analyze and track your income and expenses so that you can make sound and accurate financial decisions.
Financial Calendar: We create a financial calendar making sure that all bills and financial deadlines are set out for you to follow.
File Management: We clean out and organize your files. We set up a filing system that works for you and throw away or shred any unnecessary documents.
Organizing Your Tax Documents: We organize your tax documents and keep them in order throughout the year. We help you complete the tax organizer provided by your CPA and work with them to make sure that your taxes are prepared properly and on time.
Medical and Long Term Care Insurance Claims Submission: We make sure medical and long term care insurance claims are submitted on a timely basis. We also review benefit explanations and work with your insurance company or Medicare if there are any complications.
Documentation for Personal Property Insurance: We arrange to have all personal property photographed and appraised for insurance purposes.
Medicare Planning: We work with your insurance agent or consultant to make sure that you have the Medicare supplement or Medicare Advantage plan that is right for you.
Special Projects: We collect and organize your financial data for meetings with other financial professionals. We also assist with organizing the paperwork necessary for applying for Medicaid or if necessary, for moving to a retirement community.
Develop A Financial Organizer For Emergencies: We gather all of your important financial papers and create a list so that you and your family can readily access important documents in the event of an emergency.
Mobile Notary Services: We offer licensed professional notary public services at your convenience as we come to you to get your important documents notarized.
Referrals: We refer you to and liaison with legal, investment, insurance and tax professionals. We also help you find professionals for a variety of other services.
Welcome! Your safety is our priority so we offer both in-home and phone/video consultations. Mobile Notary services are still available.