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.
People who are recently widowed, divorced, retired or relocated and overwhelmed with new responsibilities
Adults experiencing changes that may expose them to scams and theft
When the family financial caretaker is hospitalized
For those that want oversight of daily finances so they may enjoy traveling
For those that would rather spend their limited free time enjoying family and recreation.
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
It’s hard to imagine the difference it makes to feel trust and have a sense of direction. No more feeling untethered, ignorant and fearful. You are a blessing my friend!
MG, Chapel Hill