Posts Tagged ‘featured-resource’
Monthly Fee Examples
When working with our team, we cater our services to meet your unique needs. Therefore, the monthly cost will vary per client. Below, we’ve compiled a few examples that represent monthly fees. Self-Employed Steve South Carolina Steve is constantly looking for new and creative investment opportunities. Because he’s always busy with various business ventures, he…
Read MoreWhat is included with our monthly rate?
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 More3 Tips to Organize Your Personal Finances
Most of our clients have a common denominator – they are busy! As their daily money managers, our top priorities are to diminish stress and increase organization. We do this by relieving them of the burden of their day-to-day personal financial tasks. Here are some “DIY” tips for getting organized and reducing financial stress: 1.…
Read MoreWhat is a Daily Money Manager?
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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