The Daily Money Manager
Collaborates with Fiduciaries and other Professionals
The Daily Money Manager
Collaborates with Fiduciaries and other Professionals
The Daily Money Manager
Collaborates with Fiduciaries and other Professionals
Hello, my name is Gina Distefano, and I am the Founder of The Daily Money Manager. My company is often the cornerstone that enhances the lives of those whom I serve. I build upon my relationships with Fiduciaries and other Professionals to make certain the full scope of my clients’ needs are being satisfied.
My clients rely on the services that I provide as a Daily Money Manager to support their financial stability. I make sure that financial obligations are prioritized and dealt with in a timely manner, tasks and projects are managed efficiently, and requisite information is communicated to those Fiduciaries and Professionals who are central to my client’s team.
Let’s work together to identify your clients who may benefit from my services.
- Adult Children, Executors, Trustees, Guardians, and other Fiduciaries gain an unbiased third-party to oversee accounts, pay bills, and prepare necessary financial reports.
- Estate, Trust, and Elder Law Attorneys are kept up-to-date with life changes that may affect their clients’ estate plans.
- Financial Planners will appreciate the ability to project long-term investment outcomes when they are regularly apprised of their client’s financial standing.
- CPAs, Accountants, and Tax Preparers receive all pertinent documents and receipts for tax filing purposes, as well as ensuring clients receive all applicable deductions.
- Insurance Agents will be notified of modifications to all insured property. Premiums will be paid on time to avoid cancellation.
- Aging Life Care Association Members, Medicare and Patient Healthcare Advocates will acquire an important resource for those times when clients find it overwhelming to manage everyday finances.
- Psychologists and Licensed Social Workers, whose clients deal with mental illness, addictions, debt issues, and post-COVID financial trauma, utilize both Daily Money Management and Financial Coaching services to support the deep emotional work of altering negative financial behaviors. Thus, providing the opportunity to create a new money story.
- Banking Institutions, Loan Officers, and Mortgage Brokers, whose customers struggle with delinquent mortgages or other loan payments because of financial mismanagement or loss of income, may offer Financial Coaching or Daily Money Management services to guide customers away from the possibility of foreclosure or bankruptcy.
Serving Those Whom You Serve…
“I referred Gina’s Daily Money Management services to one of my clients. Gina was extremely helpful in assisting my client who lost his wife to cancer.
“I was referred to Gina by my financial planner. I expressed concern because my wife, who was a former banker, and managed all our household finances, had become seriously ill. The time had come for me to step up to the plate and I felt ill-prepared.
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