Frequently Asked Questions
How much do you charge and how do you charge for services?
We understand that each client has unique needs and preferences. That's why we offer flexibility in consultation locations. Whether it's at your home, or any other place you prefer, we are happy to accommodate your choice. Our goal is to ensure your comfort and convenience right from the start.
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Daily money management services typically involve more ‘time’ in the beginning of the process.
As we determine your financial path, we will gain an understanding of your entire money management goals and needs.
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Some clients require assistance once or twice a month in their home to open the mail, maintain filing, assist with bill pay, coordinate phone calls
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Some clients require help as needed; if there is a life transition and they need to adjust budgets or review financial paperwork for probate or insurance claims
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Some clients will delegate the entire process
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We will detail the services and the costs involved in a "Letter of Engagement" and do accept personal checks.
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If I am the Power of Attorney, can I hire you?
Yes! We can assist you with balancing your needs and addressing the needs of your loved ones even if you are in another state. A communication plan will be part of the proposal, so all parties are informed appropriately.
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Can you work with other professionals?
Yes! As your Daily Money Manager, we function as your assistant and work as a team to collaborate with your accountant, financial advisor, Banker and other professionals ensuring all financial matters are dealt with in a timely and proficient manner.
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Who controls my money?
You control your money. You authorize all payments and check signing from your banking institution or investment firm. You continue to make informed financial decisions by having current and accurate information about your finances.
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Is my information kept confidential?
Yes. We never share, distribute, or exchange information with any third party without the client’s consent. Written permission by you is attained before any financial matters are discussed with other family members or professionals, including accountants, investment professionals and attorneys.
Our services and procedures are guided by the Code of Ethics and Standards of Practice outlined within the membership of AADMM and are well-defined regarding privacy and confidentiality.