Daily Money Management
Having trouble maintaining day-to-day financial management due to lack of time? Maybe you travel regularly and are missing bills in an overflowing mailbox. I manage the personal finances for those who don't have the time or ability to do so themselves.
Common Daily Management Situations
- Seniors with complicated assets and payments
- Hospitalized patients
- Road Warriors who are often away from home
- 'Workaholic' Entreprenuers who put in 80 hrs a week at the office
- Small businesses and nonprofits, so time is spent on the mission
- Administer retirement plans such as 401Ks, SEP and SIMPLE IRA plans
- Assist with each employee W-4, MS Withholding Exemption Certificate and I-9