ADVOCATES &
DAILY MONEY MANAGERS

Today's World Changes at the Speed of Light ​

We work to provide a network of in home help and guidance with financial "paperwork" needs.

 Planning after life changing events have already happened tends to be pricier and more complex. 

People that have assets should work to protect the assets that they have accumulated.  I often work to build a team of trusted advisors who put the client’s needs first.

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My focus is working with our clients, their family members, and advisors to make sure that life's transitions go smoothly.

Daily Money Mangers

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A Daily Money Manager is a helps a person that helps others keep their day- to day  finances and financial affairs in order.   A Daily Money Manager role may include helping a client to make sure they bills are paid on time, helping to organize files, and helps to get the tax papers off for the accountant or CPA at tax time, someone who helps follow up with your insurance claims sorting mail to make sure bills are not going up paid. 

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Often as we get older, and life become consumed with dealing with health conditions, often when one partner in a life long marriage dies and the other has less of a grasp, or less skill managing the day to day finances.  Often we find one spouse handles some of the financial affairs, and does not have a complete understanding of the things that a person should be taking into consideration. 

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After a debilitating illness or change in health, things change, yet things become overwhelming to someone who has never dealt with certain issues. 

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Not seeking professional advice, especially when your circumstances have changed, tends to have unintended consequences.  We help you be proactive rather than reactive.  The services provided by our Daily Money Managers are not a substitute for licensed professionals.  A Daily Money Money manager works closely with a variety of Licensed Professionals including

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Investment advisor or Financial Planner, Life and Health Insurance Advisor, Property and Casualty Insurance Advisor, Realtor, Certified Public Accountant, Attorney, Mortgage Brokers, Title Companies, Health Care Managers, Court Appointed Guardians,  

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Plan implementation is only optimized when your team of advisers work together. Each relationship, is unique and too often one doesn't know what the other one is doing.

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Assisting clients to identify their financial strengths and weaknesses, and opportunities and then helping them to design a clear path of success for the future.  A proper plan integrating insurance, investments, real estate equity.  These are common ingredients to build and implement a plan to improve cashflow and make the most informed decisions.

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If it ever gets to the point that our clients are no longer able to, or chose not to, take care of their own personal business matters , we can work with the family during the assisting with a smooth transition to our clients' newly appointed fiduciaries.

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Sometimes life just gets overwhelming.  At some point a person's children or other loved ones need to take over or step in for their parents or relatives and do not know where to start.  We are here to help.  Our professionals help our clients remain independent.

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Advocates

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The services provided by our Advocate continuously  prove to invaluable for clients who allow others to help them. 

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Our Advocates help other professionals to navigate more complex issues beyond a Daily Money Manager, often it's necessary to rally the troops and see if things are working according to a clients plan.  Financial Security an interwoven, world of financial, insurance, tax, legal issues, and family dynamics.  Our Advocates look and our clients' more situations globally.

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Our Advocates deal sp;weowith matters that deal directly with certain specified professionals and Fiduciary's such as Lawyers, Financial Advisors, CPA's, Trustee's.  We help to empower the client to provoke questions about the topics our clients deal with professional advisors about.  

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Whether a client needs a conductor to lead a financial orchestra to all work together. Our clients know they have someone fighting for them.

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We find people  want to know how those answers apply to them. Every person's situation is unique. There is NO one size fits all answer. We advocate for these questions to be answered for YOU.

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Many people hesitate to seek out answers to their questions because of fear of fees or the costs of working with a professional. 

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The key is for your plan to allow you to act, as needed, and protect you and your loved ones, in the "WHAT IF?" situations. Therefore, the most important part of planning is implementing your plan.  

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Most people want to know the answers or at least to be presented their options.  Yet most professionals don't help you to get control of all these things and tie them together 

these many other financial and legal questions.

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We advocate for you to optimize your the choices that can be made, and not be victim of crisis later.  

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