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Teri Rogowski, CFP®, CSA

As a daily money manager, I help you smoothly manage money, mail, and more.  I’m your dedicated partner to help you manage everyday, personal money-related activities. Mail, bills & filing can all get out of control quickly.  Let me help you get it all under control.

Daily Money Management Services

Bill Paying and Recordkeeping

Bill Paying and Recordkeeping

Bill Paying and Recordkeeping

  • Pick up, open, and sort mail
  • Pay Bills and Reconcile Financial Statements, automate systems
  • Able to connect with clients virtually
  • Create & review Spending Plan, Cash Flow, and Net Worth Statements

Alleviate Financial Stress

Bill Paying and Recordkeeping

Bill Paying and Recordkeeping

  • Provide oversight and collaborate with family members and professionals
  • Seek resolution for discrepancies 
  • Provide referrals to Professional and Community Resources (CPA, Attorney, etc.)

Fiduciary Services

Bill Paying and Recordkeeping

Fiduciary Services

  • Serve as Financial Power of Attorney
  • Serve as Representative Payee
  • Serve as executrix, trustee, or as assistant to those appointed

Clients who will benefit

Adults Going Through Life Transitions

Adults Going Through Life Transitions

Adults Going Through Life Transitions

People who are recently widowed, divorced, retired or relocated and overwhelmed with new responsibilities

Cognitive or Physically Challenged

Adults Going Through Life Transitions

Adults Going Through Life Transitions

Adults experiencing changes that may expose them to scams and theft

Extended Hospitalization

Adults Going Through Life Transitions

Extended Hospitalization

When the family financial caretaker is hospitalized

What clients are saying

Email Feedback

"I want to thank you again for Everything you’ve done to help us these last 3+ years - what a roller coaster with everything we’ve faced with both my parents!  You have been a God-send to me and my brothers and could not have accomplished all that we did without your help!"

- TC, New Jersey


"Thank you for all the security you give me with peace of mind."

- KH, Chapel Hill


"All is going well as I recover from a physical setback of exhaustion.  Our whole family, including myself, is grateful you are now handling financial matters for me."

- JC, Chapel Hill






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