handle your personal dollar signs & decimal points better
personal finance management
Overwhelmed trying to manage your money?
Whether you’re a busy professional, successful business owner, elderly adult or an adult child taking care of your elderly parent’s finances, keeping personal finances in order can seem near impossible.
• Did you follow up on that incorrect bill you got overcharged for last month?
• Are you struggling to manage your elderly parents’ finances?
• Are your personal and business expenses separate?
• Have you paid your credit card bills yet?
Don’t let money slip through the cracks.
With the help of a Daily Money Manager, you can relax knowing that your finances are in good hands.
Stop missing the due date on that one pesky bill that slips your mind each month and free up some much-needed mental space.
personal daily money management is available for you
personal money management,budgeting & financial coaching (ugh that word is so over-used,sorry)
Find more freedom in your finances with daily money management.
+ pay monthly bills
+ reconcile checking accounts
+ financial coaching (nothing fancy, but it works)
+ tax time organization
+ if it has a dollar sign & decimal point and it’s not an investment, I can help with it
+ decode medical bills, EOB’s & assist with appeals
+ budgeting assistance
What’s a daily money manager?
Daily money managers (DMM) are certified financial professionals who help individuals with personal and family finance management. As a member of the American Association of Daily Money Managers, Broad Bookkeeping Co. helps people manage money better by managing it for them.
What is financial coaching?
Financial coaching (yeah, that word again) is for anyone who wants to transform their financial situation and do more with their money. We’ll assess your financial health and measure your money habits together. You’ll have work to do, but we’ll create a step-by-step plan to meet your financial goals. DISCLAIMER! If you are looking to achieve this in the traditional (boring) way, I am not for you. I try to make it fun but effective with real results. The bonus is not just the obvious results but how it helps you make better decisions for yourself, your family, and your business.
schedule a free consult
let’s manage your dollar signs & decimal points better
Frequently asked questions
+ Who are personal financial SERVICES FOR?
Anyone can benefit from personal finance management! The most common clients include:
- Seniors
- Busy professionals
- High net worth individuals
- Adult children handling their elderly parent's finances
+ Can you just help me organize my finances and help me with a budget?
Oh yes, it’s one of my favorite things to do! I can show you what works for my clients (and me) and help you organize anything with a dollar sign + decimal point.
+ Can you help me manage my parent's finances?
Yes. I know finding someone to safely manage and help you navigate such a sensitive subject can be tricky, but I'd love to partner with your family in this season. Schedule a call and we can talk about the different options available.
+ Can you file my taxes?
Oh goodness NO (did I say that out loud?) but we can organize your finances to make the process smoother for you and your accountant or tax preparer.
+ What’s the cost of daily money management?
We typically charge by the hour. Once we have an idea of how long the work takes each month, you’ll have the option to pay a set monthly retainer.
+ Will I still have control over my money and bank accounts?
Absolutely! Our goal is to give you more independence, not take away your freedom to make financial decisions. You will still have full access to all of your financial accounts and be involved in any decisions regarding your money. Please note: I will not assume check signing privileges.
I'm not sure where to start...what should I do?
Schedule a free consultation call, and I'll ask guided questions to help you figure out the best next step to take!
+ What if I’m in debt?
Then we better get started! Money management can be a beneficial service even if you’re in debt. We’re here to help you overcome the overwhelm of finances no matter your present financial situation.