Caring Money Management in Gilbert, AZ, is the very definition of a small local business. When you engage my services you know who you and your family will be dealing with on every home visit – me – owner and daily money manager Kerry Hale.
With 30 years experience in financial and organizational roles, I try to epitomize what I believe a Daily Money Manager (DMM) should be – compassionate, patient, dependable and organized.
I wanted to combine those personal attributes with my professional skills and experience to help clients lead a life of simplicity and freedom, unburdened by the stress of overwhelming paperwork and bills. That’s why I started Caring Money Management.
I provide personal financial organization services to clients in Scottsdale, Phoenix and East Valley cities such as Gilbert, Mesa, Chandler, Sun Lakes and Tempe. My approach makes my DMM services affordable, flexible and incredibly personal.
I’m a proud member of the American Association of Daily Money Managers. It’s important to clarify that as a Daily Money Manager, I am not acting as an accountant, financial advisor, or attorney.
“As the face behind Caring Money Management I’m passionate about the people I work with; this is much more than just a business for me. I provide truly personalized money management services for those who can no longer manage, or are too busy to manage their finances and paperwork themselves.
Many of my clients engage me to help their aging parents stay independent, and in their own homes. I bring peace of mind for those families, because as a compassionate individual, I have always put people first.”
Contact me today and I will arrange a convenient time to meet with you (and your loved ones if you’re inquiring for family members) for a free, no obligation initial consultation. Call 480-330-4510, or drop me a note using my contact form.