Daily Money Management

Daily Money Management

Daily Money Management

Personal Financial Assistance

Personal Financial Assistance

Personal Financial Assistance

Shadow
Slider

Are you running in multiple directions and feel as if you're never home? Are you confused on what needs to be done or you physically just can’t do it anymore? Do you wish you had someone else who could take care of it all for you?

If you are overwhelmed with all that needs to be done, Life Money Management provides daily money management services to ease the stress of handling everyday bills and finances. We take care of the bills and paperwork to keep the bills paid on time, keep you organized, and help you avoid late fees and overdraft charges. We work to bring order to your chaos.

Our services include:

  • Receive and pay bills
  • Monitor statements; correspond with vendors
  • Update and reconcile bank and credit card statements
  • Provide reports and updates
  • Review your payroll deductions and benefits
  • Create reports as needed for financial advisors and accountants
  • Maintain records and reports for tax items
  • Review and discuss credit reports
  • Create budgets and savings plans
  • Work together with your attorneys, advisors and accountants
  • Provide services on a short-term or long-term basis

Contact us today for a FREE initial consultation!