What is Daily Money Management?
Daily Money Management encompasses a wide range of daily personal financial activities to help individuals and families, including:
• Bill paying
• Checkbook balancing
• Tracking income and expenses
• Filing
• Organizing
• Budgeting
• Submitting and tracking medical insurance claims
MY SERVICES
My daily management and financial organizing services are tailored to each client’s needs and preferences.
My services include:
• Open and sort mail, determine and carry out the appropriate next steps
• De-clutter and create/update filing systems, identifying what to shred or discard (with the guidance of your attorney or CPA, as appropriate)
• Review and pay bills. Question or contest unclear or incorrect billing and fees
• Watch for fraud and minimize risk of scams
• Establish auto-pay and direct deposit where appropriate
• Create a bill-paying calendar and lists to identify auto-pays, vendors, contact information, etc. for easy reference
• Coordinate with trusted advisors and provide them with the information and paperwork they need in their work on behalf of our shared client
• If requested, accompany clients on visits to their trusted advisors (financial planner, attorney, CPA), to take notes and ask questions on their behalf
• Locate and organize important documents and key household, financial, and legal information, helping fill in any “gaps” that may exist, for family and fiduciaries.
NOTARY PUBLIC
As a Notary, I provide flexible and mobile notary services. Including:
Taking an acknowledgment • Witnessing or attesting signatures • Administering and/or taking verification of oaths or affirmations
Certifying or attesting a copy • Certifying an event has occurred or an act has been performed
ABOUT THE OWNER
Sarah Phelps
OwnerI am a Daily Money Manager and I help people with bills, budgeting, and record keeping. more
Member of the American Association of Daily Money Managers
All employees have been background checked.
CONTACT
Email or call and let me know how can I help.
I can’t wait to hear from you!
Sarah Phelps
Big Rock DMM
Sarah@bigrockdmm.com
206.227.2726
