Providing a Pathway to Financial Freedom

Daily Money Managers provide support to clients who may have difficulty or lack the time needed to manage their day to day personal monetary or business affairs.

Services can include, but are not limited to account reconciliations, bill payment and automation, budget preparation, debt reduction planning, and credit negotiation.

Account Reconciliations (Balance Checkbook)

We can track income and expenses for your bank accounts and credit cards. In addition, we will monitor these accounts and statements for any errors or suspicious activity.

Bill Payment and Automation

We can set up and monitor online or automatic bill payments. A customized report will be provided monthly detailing specifics of these bills.

Budget Preparation

We can develop a personal budget based on specific client goals. The budget can be adjusted monthly based on any fluctuations in finances.

Credit Negotiation

We can work with creditors on the client’s behalf to reduce/settle outstanding debts.

Debt Reduction Planning

We will work with the client to create a personalized plan to reduce debt.

Frequently Asked Questions and Answers

What is a Daily Money Manager?

Daily Money Managers provide support to clients who may have difficulty or lack the time needed to manage their day to day personal monetary or business affairs. Services can include, but are not limited to account reconciliations, bill payment and automation, budget preparation, debt reduction planning, and credit negotiation.

Who can benefit from the services of a Daily Money Manager

There are many individuals who can benefit from Daily Money Management Services. Some of them include, but are not limited to:

  • Busy professionals who lack the time required to handle everyday finances
  • Senior Citizens who may have undergone a physical change precipitated by the aging process
  • Divorcees or Widows who just need assistance re-organizing their day to day finances

What types of services does Bills & Budgets provide?

  • Account Reconciliations
  • Bill Payment and Automation
  • Budget Preparation
  • Credit Negotiation
  • Debt Reduction Planning

***Additional services may be available upon request and will need to be discussed.

How will I know if bill payments are completed accurately and timely?

We will provide each client with a monthly statement detailing specifics of bill payments.

How is pricing determined for each service?

Our services are billed at an hourly rate which may vary dependent upon the service being rendered. After initial setup, services are billed on a monthly rate.

Is there an initial consultation?

Yes, there is an initial consultation so that we can understand the client’s needs. This is a free service offered.

Will I be giving up my financial independence if I hire Bills & Budgets?

Our goal is to serve as a support system in helping you to get your everyday finances on track. You will still be involved in ALL financial decision making.

Is all information provided confidential?

Please rest assure that your information will NOT be shared. Both the client and service provider are required to sign a confidentially agreement.

Are Daily Money Managers governed by a Code of Ethics?

Yes, we are governed by a very strict code of Ethics. Please click here to visit the AADMM website.

So What’s next?

Are You Ready? Let’s Get Started!