Daily Money Management
Getting tired of sorting through mail, paying bills, and balancing your checkbook? Our Daily Money Manager can help take a load off by:
- Monitoring bills for irregularity
- Issuing timely payments
- Balancing checkbooks
- Organizing and maintaining financial records
- Creating budgets
- Collecting documents for tax preparation
- Negotiating with creditors
- Submitting insurance claims
- Setting up online banking
- Reviewing financial statements
Heather Jaeger, our Daily Money Manager, is a member of the American Association of Daily Money Managers and is held to their Standards of Practice and Code of Ethics. She is a reliable and trustworthy support system for your daily finances. We do not give investment advice. We simply help monitor and manage your monthly bills and cash flows. Our goal is to reduce your workload so you can enjoy life and stress less about your finances.