Daily Money Managers (DMMs) deliver essential financial services to a wide variety of clients including seniors, adult children

of older adults, people with disabilities, busy professionals, high net worth individuals, frequent travelers, military personnel and veterans, people in life transitions, small businesses and others. DMMs bring clarity and order to an individual’s daily management of personal bills, budgets and record keeping.

Many professional DMMs are also members of the field’s trade association, the American Association of Daily Money Managers (AADMM), which promotes ethical standards, best practices, and continuing education. Learn More.

It’s important to note that a DMM does not replace your Certified Public Accountant (CPA), Certified Financial Planner (CFP), attorney or care specialists. Rather than replacing these professionals, a Daily Money Manager supports the responsibilities you would otherwise handle yourself. I often work in partnership with your trusted advisors to help ensure your overall financial life is well-coordinated and organized.

I work with busy professionals, high net-worth individuals, older adults, caregivers, and anyone feeling overwhelmed by day-to-day financial tasks. Whether you’re navigating life changes, supporting a loved one, or just want more peace of mind, I’m here to help.

Services include:

• Bill paying, including calls to payees regarding incorrect bills and preparation of checks for client signature.

• Reconciling checking accounts and statements.

• Preparing and making bank deposits.

• Organizing tax documents.

• Budgeting assistance.

• Reviewing medical insurance papers and verifying proper processing of claims.

• Providing organizational assistance.

• Referring clients to legal, tax, and investment professionals and to community resources.

• Review mail

• Organize and maintain files.

Visit our Services page for more information.

No, I do not manage investments or give financial advice. I work alongside your existing professionals—such as financial advisors, attorneys, and accountants—to support your everyday financial life.

Yes. I regularly collaborate with clients’ trusted professionals, including accountant, financial planners, attorneys, and fiduciaries. My role is to support your everyday financial life while ensuring clear communication and coordination with your broader financial team.

I offer both hourly rates and monthly retainer options, depending on the scope of work. We’ll discuss your needs during an initial consultation and create a plan that works for you.

Learn more about our fees here.

Both! I’m based on Cape Cod and offer in-person services locally. I also work with clients virtually, depending on comfort level and location.

Start by reaching out through our Contact page. We’ll talk through your needs, see if we’re a good fit, and outline next steps.