As Daily Money Managers, we specialize in helping you manage any or all of your financial affairs.
If the thought of tracking and organizing bills, bank records, insurance documents and other paperwork stresses you out, or you simply don’t have the time, we’re here to help and can perform these tasks on your behalf. All while keeping your details 100% secure and confidential.
Or if you’ve ever wished someone could come to your home or office and organize everything for you, we can do that too… even if it’s been months or years since you’ve tackled the job. We’re based in northern New Jersey and can meet with you face-to-face throughout the NY/NJ area.
How Can a Daily Money Manager Help Me?
- On-time payment of bills (electronically and via check)
- Balancing checkbooks and organizing bank records
- Organizing and monitoring financial records
- Compiling tax & legal documents
- Relocation assistance including changes in mailing address and transfer of TV, internet and phone services
- Auto and homeowners insurance rate comparison to identify cost savings
- Day to day expense tracking and budgeting
- Active personal credit and bank monitoring to protect against suspicious activity
- Processing and organizing backlogged paperwork
- Submitting and tracking medical insurance claims
We can help you with with one aspect or soup to nuts, while keeping your information protected and providing you with a detailed activity report each month.
Want to learn more? Call or email us today for a free, confidential conversation. We’ll work with you to create a customized solution that will allow you to stop worrying and start feeling like you’re in control of your finances. We’re here to help.
Contact: 973-500-4500 | Emily@libertypws.com