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Monthly Fee Examples

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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…

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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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3 Tips to Organize Your Personal Finances

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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.…

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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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