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Teri Rogowski, CFP®

Daily Money Management Services

Bill Paying and Recordkeeping

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  • Open and sort mail
  • Pay Bills and Reconcile Financial Statements
  • Organize and maintain filing system
  • Create and review Spending Plan

Alleviate Financial Stress

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

Provide Convenience

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  • Services provided in privacy of client's home
  • Personalized and customized for each individual
  • Serving Raleigh, Cary, Durham and Chapel Hill

Clients who will benefit

Busy Professionals

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For those that would rather spend their limited free time enjoying family and recreation.

Adults Going Through Life Transitions

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

Extended Hospitalization

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When the family financial caretaker is hospitalized

Extensive Travelers

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For those that want oversight of daily finances so they may enjoy traveling

Cognitive or Physically Challenged

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Adults experiencing changes that may expose them to scams and theft

What clients are saying

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Email Feedback

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

KH, 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