I am a Certified Daily Money Manager. So proud to have chosen Daily Money Management as my profession. My background in the Health Insurance industry as a Business Analyst in the IT (Computer Technology) department enables me to understand the processes and systems to accomplish the tasks in the most efficient manner. As more seniors age in their homes, I want to help to make their lives worry-free in knowing their day-to-day finances are taken care of. I especially enjoy working with Seniors as well as anyone who may require my services including the disabled (temporary or long-term), busy professionals, and anyone with Special Needs. I am flexible and persistent as-needed. I come to my client’s facilities or their homes and work with them side-by-side or independent of them, depending on the case.
My services are varied and include preparing all documents for taxes and liaising with accountants, lawyers, financial advisors and other professionals my clients work with. I advocate for my clients as needed and assist them wherever I can. I am often the eyes and ears for the family and am comfortable reporting back after each visit, should that be desired. I can also close estates when someone passes away, handling the letter of administration, bonding, account renaming, transfers and distribution of assets. I have sold houses, art and cars for people’s estates.
My interest is in making the senior feel secure and relaxed in the knowledge that everything is being taken care of and their affairs are being handled with utmost care and ethical behavior.