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Financial Wellness For You

FAQ

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.

I work at an affordable hourly rate, with no long-term contracts or commitments. For most clients, about two hours per month are all that are needed to help manage their finances.
Depending on your needs, I can assist you weekly, monthly, or quarterly. At all times, my goal is to empower you to do as much as you want, with a minimum of assistance.
My services can support you if you are an older adult worried about maintaining your standard of living, or if you’re concerned about your mother’s or father’s financial situation, but don’t have the time or expertise to take care of your parents’ daily finances.