Daily Money Manager
Financial Caregiver & Concierge
Using today to organize and protect tomorrow.
Financial Ease
Discover worry-free money management. Gain clarity and peace of mind when needed most, from bill management to budget tracking and more.
Secure Independence
Bring a checks and balances approach to protecting against scams and fraud. Clarify financial documents and budgets. Ensure independence through secure decision making.
Seamless Transitions
Embrace change confidently with reliable support. Experience low stress transitions with assistance in organizing paperwork and managing logistics.
FAQ
• If you are overwhelmed by a pile of mail, a pile of paperwork, a financial puzzle that needs to turn into a budget, I can help.
• If you need to change your situation or prepare for a situation that is on the verge and you don't know where to start, I can help.
• I can help with these scenarios and many more. Having a daily money manager acting as a financial caregiver, can relieve stress from daily financial obligations, streamline your paperwork, and provide clear strategies for managing your finances effectively.
My payment structure is customized per client, and is based around an hourly rate. I have a rate card designed to be transparent and straightforward reguarding rates for types of services required. We will discuss and agree on the fees upfront, ensuring there are no surprises.
Absolutely not. My goal is to enhance your independence by taking the burden of financial management off your shoulders. You'll retain full control over your finances; I'm here to provide guidance, support, and the execution of day-to-day tasks.
No, you will not be required to give up control over your accounts. I work with you, acting on your behalf with your consent and direction. My services are designed to assist and support, not to take over.
Yes, I am able to act as your assistant or advocate with investment advisors, CPA's, lawyers or any other professionals, but I am not able to act as or replace any of them. My services complement theirs by focusing on the daily management of your finances, but you will still need their professional expertise.
Yes, I am fully insured.
Yes, I am a member of the American Association of Daily Money Managers, AADMM. AADMM requires a current background check for all individual members.
Learn more about the code of ethics and adherence to high standards of practice that I am held to as a member of AADMM here.
Getting started is simple. Reach out to me via phone or email to schedule your complimentary 30-minute consultation. This initial meeting, which can be either digital or in-person, is a great way for us to get to know each other, discuss your needs, and determine how I can help.
Eras Of Change
Life comes with a wide variety of changes for people to move through. Your situation will be seen as valuable with support being customized to your unique circumstances.
Downsizing. Evaluating options for the next phase of your life. Forming a plan, and executing.
Solo aging. Needing an advocate or assistant to make sure you and your finances are safe.
Divorce. Needing assistance setting up your own financial workflow.
Settling an estate. Navigating an overwhelming responsibility.
Illness. Assistance with appointment logistics, medical billing, daily money management.
Busy professional. Organization and administration of daily personal business affairs and money mangement.
Aging parent. Wanting a family centered approach: Someone geographically near by when loved ones are not.
Independent senior. Wanting to maintain control and not need help from family.
Dementia. Setting up safeguards, advocating for right now while preparing for the future.
Hi, I'm Shannon
Meet Shannon
I specialize in daily money management and financial caregiving. I am here to help individuals and their families manage their day to day money and personal business affairs. Life's journey unfolds in a variety of stages, each presenting its own set of challenges and learning curves. Some phases may feel more overwhelming than others and when experiencing one of these life transitions one thing we don’t want to lose sight of is our daily money management.
Sometimes major life transition periods creep up on us and we can’t believe we are “there already”. Other times unpredictable events catch us unprepared. In either scenario we can become overwhelmed and not know where to start, or simply not have time to “deal with it”. I would like to help you, whether you are a busy working professional, a solo ager, a family member taking care of an aging loved one, or have just experienced the loss of a loved one… Your situation, your circumstances, your goals are unique to you and should be respected as such .
I am here to help you whether you are looking to gain or maintain control over your daily money management.