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What is a Daily Money Manager?

A trusted professional who provides support in managing your everyday finances. Services include bill-paying, bank reconciliations, application assistance, and more.

How much is this service?

Every client is different and therefore, every budget is adjusted to fit their needs. Just because we don't advertise our costs on our website doesn't mean it's unaffordable. Contact a money manager to discuss your individual needs.

Who can benefit from Financial Counseling?

Every type of individual has needed some type of financial counseling at one time or another; you just didn't know it! If you had questions about how to afford a house, if you had questions about types of insurance to buy, if you've ever filled out a complicated application, you needed a financial counselor to answer the questions you had. We offer both short-term and long-term services to fit your needs.