WHAT IS A DAILY MONEY MANAGER?
A daily money manager assists clients with their daily financial affairs along with providing a personal service to help manage and organize the finances in your life…
The actual work a Daily Money Manager handles depends on the needs of our clients; however, the scope of services generally includes:
- Bill paying and preparation of checks for a client’s signature
- Balancing checkbooks and organizing bank records and financial records
- Reviewing and reconciling financial account statements
- Preparing and making bank deposits
- Organizing documentation for your tax preparer
- Reviewing medical insurance papers – bills, Explanation of Benefits, etc. and going over them with you to ensure accuracy
- Acting as an intermediary with legal, tax, and investment professionals
- Being a client advocate for other service providers – cleaning services, remodeling, etc.
As personal financial matters become more complicated, finding the time to focus on the daily tasks of money management becomes more difficult. Daily Money Managers provide services to ensure your bills are paid on time avoiding late fees while reducing unnecessary expenses, assisting with tax records, balancing checkbooks, and keeping you organized.
A Daily Money Manager brings clarity and order to an individual’s daily life; giving them peace of mind and a pathway to financial stability.
DO YOU TAKE THE PLACE OF MY ACCOUNTANT, CPA, or FINANCIAL PLANNER?
No, a daily money manager does not replace your trusted advisors such as attorneys, CPAs, Accountants, or Wealth Management. We work in conjunction with them. A professionally trained personal organizer that specializes in daily money management encourages clients to include their other trusted advisors, family, and caregivers in the Needs Assessment Meeting.
HOW MUCH DOES YOUR SERVICE COST?
Since the situation of every client is unique and varies, we tailor our services to fit your needs, personality, and lifestyle. Our rates typically can range from $50 to $80 per hour depending on the service or the package of services requested. We have a two-hour minimum on any onsite visit. We would love to work with you at any frequency, whether we meet just once, a few times, or on an ongoing maintenance basis. Start today with a complimentary initial phone consultation to discuss what services you may need and for us to answer
any questions you may have.
CAN I GIVE MY FAMILY MEMBER, SPOUSE, OR FRIEND THE GIFT OF ORGANIZING?
Absolutely! However, through your free phone consultation, we make sure that it’s really a gift for them, rather than for yourself. Organizing sessions will only be productive if the client is receptive, motivated, and ready to get organized. Some services like daily money management, digital organization, and financial organization are easier to gift compared to services such as decluttering, developing organization systems, or changing disorganization behaviors.
HOW ARE YOUR SERVICES BILLED?
Just Fix This Mess®, Inc. works with your schedule with a two-hour minimum per session. In two hours, we can make huge improvements towards fixing the mess! However, each session rarely lasts more than four hours. The value you receive is immeasurable. Our professionally trained personal organizer will direct, empower, and coach you to an organized life. Our clients receive custom one-on-one time with us, in the privacy of your own home or office. Payments are due at the end of each session.
DO I NEED TO CLEAN UP MY MESS BEFORE YOU COME?
No! You do not need to clean up the mess before our first site visit. We understand some individuals are embarrassed about their mess; however, professional organizers do not cast judgment. All services provided by Just Fix This Mess®, Inc.’s Personal Organizers and Daily Money Managers are confidential. We also abide by the National Association of Productivity and Organizing Professionals Code of Ethics. This Code of Ethics is a set of principles to provide guidelines in our professional conduct with our clients, colleagues, and community. As a member of the National Association of Productivity and Organizing Professionals, our personal organizers pledge to exercise judgment, self-restraint, and conscience in conduct in order to establish and maintain public confidence in the integrity of NAPO members and to preserve and encourage fair and equitable practices among all who are engaged in the profession of organizing.