Frequently Asked Questions
Is it expensive?
It might be more affordable than you think! We will work together to find a schedule the can fit your needs.
Most likely I will help you save money on things you didn't even know you were paying for!
Who can benefit from a Daily Money Manager?
Anyone! As a daily money manager I enjoy customizing my services to everyone's unique situation. The most common clients of Daily Money Managers are later life individuals, busy families, high worth individuals, and those who are unable to manage their own daily finances.
Do you offer virtual services?
Yes! I offer both traditional in person services or virtual.
We can even make a hybrid schedule!
I am based in Manchester, CT