Services

At Daily Financial Matters we are dedicated to assisting you in all financial matters. We understand that financial affairs can be a daunting task and that's why we are here to help! Discover how we can simplify your financial life and provide peace of mind. Explore our services and see why our clients trust us to help manage their daily financial matters.

The services we provide also come with knowing the importance of trust, compassion, expertise in navigating financial challenges and our dedication to making a positive impact in people's lives.

Let us help you put the pieces of the puzzle together and get you on the right path towards financial stability.

Reach out to explore your money management needs and allow us to support you with your financial concerns!

Bill Pay Services and Sorting through Mail

Managing bills and sorting through mail can be a real headache, but it doesn't have to be. We will provide Bill Pay services for anyone who needs to simplify their daily finances.

From setting up automatic payments, following up on medical bills to organizing your bills in one place, we make it easy for you to stay on top of your financial obligations and avoid costly late fees and we'll look out for scammers!

Reconciling Bank Statements

Balancing your checkbook is an important task that can consume a significant amount of your time. Let us help you put your finances in order!

We'll work with you to ensure that all your accounts are accurately balanced and up-to-date. You can count on us to manage your finances with the utmost care and attention to detail.

Debt Reduction

Managing your money doesn't have to be stressful.

We'll analyze your debt situation, create a customized plan, and provide support every step of the way to help you lower your overall debt.

We are committed to helping you achieve financial freedom and peace of mind.

Budgeting & Cash Flow Analysis

Helping you with budgeting will give you peace of mind regarding your finances. We take the time to understand your unique financial situation and work with you to create a personalized budget that aligns with your goals.

Our cash flow analysis helps you gain clarity on your income and expenses, empowering you to make informed financial decisions and take control of your money.

At Daily Financial Matters, our focus is on helping you achieve a financially stress-free life while ensuring you maintain control every step of the way.

Notary Services*

Robin provide's Notary Services for the State of New Jersey, including mobile service. From the NJ Notary Public Manual, services such as:

Taking an acknowledgment
Administering an oath or affirmation
Taking a verification on oath or affirmation
Witnessing or attesting a signature, Certifying or attesting a copy or deposition
Noting a protest of a negotiable instrument
and More!

Member of the American Association of Notaries®

Organizing Financial Records & Document Review

Alleviate the stress and frustration associated with organizing and reviewing financial documents. Having your documents in order will grant you peace of mind, allowing you to concentrate on what's truly important – enjoying more freedom to engage in activities you love.

We are committed to working closely with you to ensure your documents are meticulously organized and thoroughly reviewed. We will manage the organization of your tax statements and facilitate their submission to your tax preparer and review your financial document, aiding you in making well-informed financial choices.

Small Businesses

Are you overwhelmed trying to juggle payroll while steering your small business? Hiring employees? Let us shoulder that burden for you!

We work with a payroll services company to ensure timesheets are reviewed and payroll runs are processed on-time, allowing you to redirect your energy towards propelling your business forward.

Managing bills and invoicing is crucial for your business's cash flow and success, but it can be time-consuming and overwhelming. We provide reliable support to help small business owners stay organized and focused on growth. Our services include:

Tracking, organizing, and scheduling bill payments to ensure timely fulfillment.
Preparing, sending, and following up on client invoices.
Reconciling accounts to maintain accurate financial records.
Customizing solutions to fit your business's unique needs.

Let us handle the details so you can focus on running your business with peace of mind.

Assistance with Probating a Simple Will

Navigating the probate process can be complex and time-consuming. We offer professional support to help executors and families manage their responsibilities efficiently and with confidence.

Our services include:

Guiding you through the probate process from start to finish
Assisting with document preparation and court filings
Communicating with heirs and beneficiaries
Managing estate assets, debts, and taxes
Collaborating with attorneys and financial professionals to streamline the process

Let us simplify the journey during this challenging time so you can focus on what matters most.

Fiduciary Services

At Daily Financial Matters, I provide professional fiduciary services to ensure your financial and legal affairs are handled with the highest level of integrity and care. Whether you need a Power of Attorney, Executor, or Trustee, I act in your best interest, making informed decisions that align with your wishes.

My fiduciary services offer:

Power of Attorney – Managing financial and legal matters when you need support
Executor Services – Ensuring your estate is handled according to your wishes
Trustee Services – Overseeing trusts with responsibility and transparency

With a commitment to honesty, discretion, and personalized care, I help you navigate complex financial responsibilities, giving you and your loved one's peace of mind.

*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.

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