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What is a Daily Money Manager?

October 31, 2022

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 and forecasts.
  • Organizes all of your records each month.
  • Works with other financial professionals on your behalf.

In short, a daily money manager takes on all of your daily finance needs. And anyone who can benefit from that time savings would be a great client for Financial Sense.