Reviewing bills with clients to determine proper & timely payment
Checking utility bills for accuracy
Scrutinize credit card and bank statements for identity theft & fraud issues
Preparing checks for client signatures
Budgeting monthly income & expenses
Setting up files & organizing bills
Tracking receipts to determine your spending habits
Setting up Bill Pay for clients who want it
Making trips to post office and bank when necessary
Setting up social media (Facebook, FaceTime & Skype) profiles
It’s important to note that as a Daily Money Manager, I’m not acting as an accountant, financial advisor, or attorney.
I offer daily money management services to clients in Gilbert, and in neighboring communities such as Scottsdale, Phoenix, Mesa, Chandler, Sun Lakes and Tempe.
Enjoy The Benefits of A Daily Money Manager
Hiring a DMM to organize and manage your or a loved one’s personal finances and paperwork can:
Create more stress free time for you and your family to enjoy
Maintain a level of privacy between family members
Protect credit ratings & reputations
Avoid late fees & bank charges
Allow seniors to enjoy their independence for longer
No need to worry about bills if you’re regularly out of the country on business or deployment
Relieve the day to day stress of managing finances & paperwork
Contact Caring Money Management Today
Searching for daily money management services in the East Valley? Call Caring Money Management at 480-330-4510, or use my contact form to arrange a free no obligation, initial consultation.
Caring Money Management is an owner-operated daily money management company located in Gilbert, Arizona, providing highly personalized daily money management, financial organization and bookkeeping services to seniors, aging parents, the disabled, deployed military, widows/widowers, busy executives, frequent travelers, small businesses, & non-profits in Phoenix, Gilbert, Mesa, Sun Lakes, Scottsdale, Chandler, Tempe and other East Valley communities.