daily money management SERVICES
When the day-to-day financial tasks become too much, I step in to lighten the load.
Paying bills, keeping track of due dates and staying on top of routine financial paperwork can feel overwhelming — especially for older adults navigating health challenges, adult kids balancing caregiving responsibilities or simply busy individuals keeping up with the demands of everyday life.
My daily money management (DMM) services offer calm and consistent support to help keep everything running smoothly.
A trusted helping hand
I work directly with older adults, busy professionals, and their families to manage the routine financial details that often fall through the cracks. Whether it's ensuring bills are paid on time, organizing statements, or acting as a second set of eyes to catch errors or signs of fraud, I'm here to offer clarity and peace of mind.
My DMM services are ideal for:
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Aging seniors who feel overwhelmed by paying bills and managing paperwork
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Older couples where one spouse is experiencing memory loss or cognitive decline and the other spouse doesn't have the time, knowledge or capacity to focus on managing finances
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Adults granted financial power of attorney by a senior who are too busy to keep up with the day-to-day bill paying and administrative tasks
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Busy professionals juggling careers, caregiving and life logistics who want trusted support with day-to-day money management
I don't make investment decisions or provide financial advice — my role is to handle the routine money matters so you can focus on the bigger picture.
What my DMM clients say
“You're perfect and just what we needed. Thank you, thank you!"
J & E in
Monument, CO
“Thank you for the peace of mind."
a woman in
Colorado Springs, CO
“We knew there was a reason keeping track of bills was becoming overwhelming. Thank you for explaining things to us.”
Residents of The Gardens at ViewPointe
Colorado Springs, CO
🙌🏻Overview of my DMM services
Knowing everyone's needs are unique, my support can vary from client to client.
As a Daily Money Manager, I provide personalized, judgment-free support, to include:
✅ Paying bills on time — and making calls regarding bills as needed
✅ Reconciling accounts and balancing checkbooks
✅ Tracking spending and cash flow
✅ Monitoring for fraud and unusual activity
✅ Organizing financial paperwork
✅ Gathering tax documents
✅ Providing referrals to other financial and legal experts
✅ Providing referrals to home healthcare providers
Sometimes 1-2 sessions are needed simply to help my client wrangle their finances. In most cases, after getting our arms around the finances and creating a system tailored to their needs, my clients request regular sessions (usually monthly). Ultimately, I put together a plan customized to the client's needs.
By Referral Only
Because this work is deeply personal and requires trust, I accept new Daily Money Management clients by referral and for in-person support only in the Colorado Springs, Monument, Black Forest and Palmer Lake areas.
Many of my clients prefer (or need) face-to-face assistance — whether it's sorting mail at the kitchen table, organizing bills in person or walking through statements together.
While I embrace technology in many areas of my business, DMM support often requires a trusted physical presence. And digital tools can add unnecessary complexity for clients who are already feeling overwhelmed.
Not a lot of people know about Daily Money Management (DMM) services. Here are some FAQs:
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Still have questions?
If you're a family member, fiduciary, financial advisor or professional working with someone who may benefit from this kind of support, I'd love to connect.
☕️ If you prefer to meet in person, please send me an email with a couple of dates/times that are convenient for you, along with your favorite local coffee house.
If it's easier to text me (and you have my number), feel free to send me a text — and be sure to include your name in case you're not in my contacts. 🙂
WANT TO WRANGLE YOUR FINANCES?
Download My Daily Money Organizer — a free and simple worksheet to help you track the money details that matter.
