Personal Financial Support for People Who Want Order, Not Judgment
I provide hands-on daily money management for individuals and families who need clarity, consistency, and accountability around their finances.
Without shame, pressure, or sales pitches.
Is Daily Money Management Right for You?
My services are for people who know they should be on top of their finances—but aren’t, and are tired of feeling behind.
This typically includes:
– Older adults who want financial oversight and an extra set of eyes
– People with disabilities or health challenges
– Busy professionals who don’t have the bandwidth to manage details
– Family members supporting aging parents
– Individuals recovering from financial overwhelm or past mistakes
If you’re looking for investment advice, debt magic, or quick fixes—this is not that.
Ongoing Daily Money Management
This is hands-on, ongoing support—not advice from the sidelines.
Services commonly include:
– Bill paying and payment oversight
– Bank and credit card account reconciliation
– Monitoring spending and cash flow
– Organizing financial paperwork and systems
– Flagging errors, unusual activity, and missed items
– Preparing summaries you can actually understand
– Coordinating with accountants, attorneys, and advisors
You stay in control. I handle the details.
AWARDS
Best Day-to-Day Money Manger (Midwest)
Wealth & Money Management, 2022
Best Day-to-Day Money Manger (Midwest)
Wealth & Money Management, 2023
Best Day-to-Day Money Manger (Midwest)
Wealth & Money Management, 2024
Financial Oversight Without Judgement
Many clients don’t need more information—they need consistency and accountability.
I provide:
– Regular financial check-ins
– Clear weekly or periodic summaries
– Early warning signs when spending drifts
– Support during transitions (health, housing, caregiving, income changes)
This is especially valuable if you’ve:
– Struggled with impulsive spending
– Avoided looking at accounts
– Felt anxious opening bills or statements
Short-Term & Project-Based Support
Some situations don’t require ongoing service—but they do require expertise.
Examples include:
– Catching up months (or years) of financial records
– Organizing documents for tax preparation
– Creating a clear financial snapshot for family members
– Setting up systems before a major life change
Project work is scoped, time-limited, and clearly defined upfront.
How the Process Works
- Intro Call – We determine fit. No pressure.
- Assessment – I review the situation and identify priorities.
- Proposal – Clear scope, expectations, and pricing.
- Ongoing Support or Project Work – Consistent, structured, calm.
