financial peace of mind

Daily Money Management Services

Managing day-to-day finances can be challenging, especially when life gets busy or when managing finances isn’t your strength. As a Daily Money Manager (DMM), I can step in to help with the routine but essential financial tasks that keep your life running smoothly.

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skip the stress

Whether you’re a busy professional trying to balance your career and personal life or a senior who needs assistance with financial management, I can be your guide to financial peace of mind.

Here are a few ways I can help:

Paying bills.

I’ll ensure your bills are paid on time, avoiding late fees and maintaining your credit score.

Monitor accounts.

I’ll regularly review bank and credit card statements to catch any unusual activity or errors.

Track expenses.

I can help you understand where your money is going and how to manage your budget more effectively.

Prepare for tax season.

I’ll gather and organize documents throughout the year to make tax time less stressful.

Organizing your financial records.

I’ll create a system to keep track of all your financial documents so you can easily access what you need when you need it.

Communicate with financial institutions.

I can act as your advocate when dealing with banks, insurance companies, and other financial entities.

Coordinate with your financial team.

I can work closely with your tax preparer, estate planning attorney, investment advisor, and other trusted professionals to meet your needs and plan for long-term goals.

Monitor insurance claims.

I can prepare, submit, and monitor insurance claims to ensure they’re paid properly.

 
“Thank you so much for all of your hard work. It’s so refreshing to receive such high-caliber work on a consistent basis. I just wanted you to know that your skill does not go unnoticed or underappreciated – you are completely valued!”
 

– Firefly Financial’s biggest fans

As a licensed CPA with over two decades of experience, I’ve spent my career helping people just like you take control of their financial lives. I understand that managing daily finances can be overwhelming, and I’m here to make it easier for you.

I understand your challenges. I know how stressful it can be to manage your finances alone—especially when you have so many other responsibilities. My goal is to relieve that burden and give you peace of mind. I’m here to help, not judge. Whether you’ve fallen behind on bills, have a pile of paperwork you can’t face, or just need someone to take care of the details, I’m here to help. I bring empathy and understanding to every client relationship because I know how important it is to feel supported. I’m competent and qualified. With my background as a CPA and financial educator, I have the knowledge and expertise to handle even the most complex financial situations. You can trust that your finances are in good hands.

Ready to take the first step towards financial peace of mind?

Contact me today to learn how I can help.

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