WHAT IS A DAILY MONEY MANAGER?
A Daily Money Manager is a professional who provides a wide range of personal assistance to clients who want help managing their day to day financial affairs.
WHO BENEFITS FROM HIRING A DAILY MONEY MANAGER?
HOW MUCH DOES IT COST?
We offer a free, initial consultation to people interested in receiving our services. At this initial meeting, Wendy will discuss your needs and the work to be done. Wendy will also try to “get to work” during that initial meeting so you can get a feel for what it will be like to work with her. Our services are billed at an hourly rate. Therefore, each client’s cost will vary depending on the amount and type of work. Typically, more work is needed at the start of the relationship. Our goal is always to develop a system and routine with our clients to minimize the cost. Following an initial consultation, Wendy should be able to give you an estimate of expected monthly costs.
ARE YOU INSURED?
Yes, Wendy carries both general liability and a professional liability policy designed specifically for members of the American Association of Daily Money Managers.