How to determine if a daily money manager is right for you
In a nutshell, a financial advisor helps with your investments. I help with your income, bill paying, and spending, so you can maintain your independence.
A financial advisor can be wonderful at wealth accumulation. They often don’t get involved with the spending or living situations of their senior clients beyond investments. This is where I can help.
I work alongside you, to help preserve your standard of living by examining your monthly income (Social Security checks, pension, IRA disbursements, etc.) and your monthly expenses (medical, car insurance, health insurance, mortgage payments, gifts to grandchildren, dining out, groceries, travel, magazine subscriptions, catalog shopping, etc.)
You would be amazed at how much it costs to walk out the door every day! But I help my clients regain control of their finances, by discovering and managing “hidden” expenses before they can take a bite out of your income.