Whom I Serve
Seniors, Special Needs, Chronically Ill, and Their Caregivers
The ability to manage a task as simple as paying the monthly bills can prove to be a monumental task when seniors, special needs, or chronically ill individuals become unable to focus on their day-to-day money matters. The consequences of not opening the mail or forgetting to pay the utility bills can have a devastating effect on the household.
Caregivers, such as adult children, who wish to help their aging parents, eventually become weary and exhausted. Burned out to the point of having to realistically acknowledge that they do not have the time nor the energy necessary to fulfill this commitment, they find themselves consumed with regret and guilt.
As a personal Daily Money Manager, I enhance the lives of those whom I serve, by providing an important resource for those times when clients find it overwhelming to manage their everyday finances. These tasks are much better left to a professional, unbiased third-party, who will oversee accounts, pay bills, prepare financial records, and act as a liaison between clients and their families, community service organizations, fiduciaries and other professionals.
Busy Professionals
Ever wonder how it is that you’re working so hard but money is still so tight? You may be a high-income earner, yet there’s not much left over at the end of the month. You might also be a dual-income couple, and still feel like you’re not getting ahead. You may even be falling behind.
The truth is, it doesn’t matter how much money you bring home if, at the end of the day, more is going out than coming in. Most likely, better money management is what you need. Once you’re free from the stress, the arguments and the worrying, you’ll be able to set yourself up for a better future. To get on top of it. To get a hold of it. To get your life back!
Not to mention, wouldn’t you rather spend these vibrant years of your life vacationing, golfing on the weekends, being with family, or spending a quiet evening at home with popcorn and a movie than worrying about money?
These years as busy professionals are your best shot for setting yourself up for a bright future, while also enjoying the present moment. Let’s get your life back with better money management.
Life in Transition
Life is full of transitions. Some welcomed, many times not. Regardless, transitioning from one stage of life to another is challenging. Often, our finances play a big part in that transition. It might be divorce, when you wonder if you’ll ever get back to a lifestyle you once enjoyed. Or, the loss of a spouse, where your partner managed the household finances and now you find yourself searching for the checkbook. Perhaps you’re returning from military duty and not sure of what to do next. Or any number of life’s big moments.
We are almost always very concerned about whether we’ll have the financial stability to see us through. During such transitions, the last thing you want to worry about is your money. Pay attention, yes. But worry about, no.
What you will need is a plan and excellent money management to see you through. I’m sure you will get through this transition, because you are motivated and resilient. Let’s make sure you end up in a good place, the journey is as stress-free as possible, and you feel like you got your life back.
Creative Professionals
As a professional singer, songwriter and musician, who’s been on both sides of the stage, I know first-hand that the passion and belief in our talent is the driving force that keeps us strong and laser-focused during those times of rejection and insecurity.
Our talent is our product. Our talent is what we sell. Unfortunately, we know all to well that there are times when the quality of our skill doesn’t match our income. Because we’ve been conditioned to live our lives in a constant state of employment flux, many creatives, including those who have met with great success, continue to exhibit a “scarcity” mentality. They live hand-to-mouth not realizing that there’s a better way to manage their money, and actually save for those inevitable dry periods.
Never stop aspiring to greatness, but keep in mind that behind every successful artist is a real-world business model. Learn the basics of managing your day-to-day finances, even in difficult times. Once your plan is in place, you’ll have less stress and more creativity to pursue your artistic dreams.
Let’s Talk…