Life Money Management

Daily Money Management

Daily Money Management

Personal Financial Assistance

If you’re juggling bills, account logins, and stacks of paperwork — and wishing someone could just handle it all for you — you’re not alone.

At Life Money Management, we provide hands-on support for busy professionals, widows, and caregivers who want to stay on top of their finances without the stress.

Daily Money Management takes the day-to-day financial to-dos off your plate so you can focus on what matters most.

What This Service Includes

  • Organizing bills, due dates, and account logins
  • Setting up and managing a bill payment system
  • Reconciling accounts and tracking expenses
  • Gathering and organizing financial records for legacy planning
  • Reminders and check-ins to keep things on track

This isn’t bookkeeping or investment advice — it’s the kind of practical, behind-the-scenes support that helps you stay in control of your financial life.

Who This Is For 

  • Busy professionals who don’t have time to manage financial details
  • Widows adjusting to managing household finances on their own
  • Adult children or caregivers who are supporting a loved one and need help managing money tasks

We do not provide services for adults who are no longer able to advocate for themselves or fully understand their financial decisions.

How It Works

We’ll start with a consultation to learn more about your needs. From there, we’ll build a system together that fits your life and goals. You’ll always stay informed and in control — we’re just here to make it easier.

Why It Helps

  • Frees up mental space and time
  • Reduces late fees, missed bills, and overwhelm
  • Creates peace of mind and structure
  • Gives you support without handing over control

Let’s Make the Day-to-Day Easier

If you’re tired of feeling behind on your finances, this service is designed to support you.