The field of Daily Money Management is at the intersection of geriatric care, elder law and financial services.  We give our clients and their caregivers the confidence that they are making sound, informed decisions by providing relief and advocacy to ease their burden.  We will reduce the stress of juggling competing demands on your time.  Nothing will fall through the cracks, and we will help you answer the "What do I do when...?" questions.

With experience in all facets of logistics and financial planning, here's some examples of the things we do:

• Organize your documents and reduce unnecessary paperwork
• Help manage and/or cancel ongoing charges (i.e. newspaper, utilities)
• Track income from various sources, reducing unnecessary expenses and help you create a budget
• Review financial statements
• Ensure insurance benefits are being paid correctly and completely
• If needed, call and negotiate with creditors and vendors on your behalf
• Provide trustee and POA services
• Coordinate the activities of financial, accounting, and legal professionals
  

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