Skip to content

What is included with our monthly rate?

By tanner | November 28, 2022 |
A piece of paper filled with graphs. A hand holding a pen is pointing to one graph.

When we provide full-service daily money management for our clients, we develop a deep understanding of their personal finances and deliver a variety of services each month. The following items are included in our flat monthly rate: Pay-On-Time: Bill Payment Service Entry & reconciliation of designated accounts Timely responses to emails and phone calls Custom…

Read More

What is a Daily Money Manager?

By tanner | October 31, 2022 |
Two individuals sitting at a desk. A male is pointing a pen at a piece of paper

A daily money manager is a person, or in our case, a full team that manages your day-to-day finances. This includes paying bills, tracking cash flow, organizing records and providing reports. Your daily money manager: Pays your bills regularly on time. Tracks where your money is coming from and where it is going. Creates budgets…

Read More