At Daily Financial Matters, LLC, we help individuals, families, and small businesses bring clarity and control to their everyday financial lives. As professional Daily Money Managers (DMMs), we specialize in organizing, tracking, and maintaining financial records — offering peace of mind and the freedom to focus on what matters most.
We serve clients who may find it challenging to manage routine household financial tasks due to time constraints, life transitions, or changing capacity, including:
– Older adults and retirees
– Families coordinating care for loved ones
– Busy professionals and high-net-worth individuals
– LGBTQ+ individuals
– People navigating divorce, loss, or disability
– Individuals who have been entrusted with Power of Attorney — whether for aging parents, disabled loved ones, or clients under fiduciary care. Acting as a POA comes with immense responsibility, and we provide the day-to-day financial management that helps agents fulfill their duties with confidence and clarity
– Small business owners and nonprofit leaders
Our services include:
– Bill payment and account reconciliation
– Mail management and financial correspondence tracking
– Budgeting and cash flow tracking
– Tax and Financial document organization
– Small business back-office assistance, mail/email organization and payroll management
– Acting under Power of Attorney for financial affairs (as authorized) – We also offer services as an agent under POA, when authorized, for clients who need a trusted professional to manage financial affairs directly. Our work is grounded in transparency, ethics, and a deep respect for the fiduciary role.
– Liaison with attorneys, accountants, financial professional and care teams
– Mobile NJ Notary Services
We do not sell investment or insurance products, nor do we provide tax or legal advice. Our role is to support clients and their trusted advisors with clean records, clear documentation, and ethical stewardship. (Bonded and Licensed)
Daily Financial Matters — because your financial life deserves daily attention.
My Academic and Professional Background include:
- Obtained a B.S. degree in Finance from Bloomsburg University
– Earned an M.S. degree in Information Systems from Stevens Institute of Technology
– A career spanning 25 years in the healthcare industry – expertise as an E-Commerce Manager, Director of Database Management and Systems/Project Management Analyst
– Served as a Peace Corps volunteer in Botswana, Africa – contributed to community development by teaching subjects such as accounting, economics, marketing, commerce and computers
– Serve as a trusted Notary Public for the State of New Jersey* – a role that underlines my dedication to upholding the law and serving my community with integrity
– Certified Project Management Professional – encompassing the following skills which all lend themselves effectively to the role of a Daily Money Manager:
– Communication
– Organization
– Time management
– Thorough attention to detail
*I am not an attorney licensed to practice law and may not give legal advice about immigration or any other legal matters or accept fees for legal advice.