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What is included with our monthly rate?

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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…

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What is a Daily Money Manager?

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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…

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