Daily Money Manager
Financial Caregiver & Concierge
Using today to organize and protect tomorrow.
My Journey To
Daily Money Management
"I discovered, despite inevitable challenges, that a person's spirit and intelligence endure, even as certain skills like processing speed and short-term memory may change."
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While I have a passion for working with seniors, my dedication extends to anyone who needs assistance in sorting out their personal business affairs or maintaining a financial workflow. Whether you're a concerned child seeking help for a parent, someone grappling with the complexities of settling an estate after a loss, or an individual proactively organizing for the future, I am here to provide the support you need.
- Shannon
My interest in providing daily money management professionally began while caring for my grandmother. For nearly two decades I was her dedicated advocate and sidekick, our time together ended just 17 days shy of her 100th birthday. Witnessing the aging process, this close up, taught me profound lessons about what it can and cannot take away from a person. I discovered, despite inevitable challenges, that a person's spirit and intelligence endure, even as certain skills like processing speed and short-term memory may change. I understand the fear and uncertainty that can arise when one feels disconnected from their finances or personal affairs. My goal is to help individuals maintain a feeling of safety and security over their lives for as long as possible. My mission is to provide the support needed to ensure that, regardless of your challenges today or of those around the corner, your finances and personal business affairs are safe, monitored, and in good hands.