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Clients: Who Can Benefit from the Help of a Daily Money Manager
- A senior or adult with a disability who wants help or understands that they need help managing their money.
- Their adult child, family member or guardian who may live out of state or has a busy professional or family life. As much as they'd like to help, it's difficult for them to handle their loved one's finances themselves.
- A relative or friend named as their Durable Power Of Attorney who finds they need help to best meet their responsibilities.
The services of a Daily Money Manager are sought out for many different reasons. A potential client:
- May want to age-in-place but needs additional help managing finances to make this happen.
- May want to travel extensively.
- No longer wants to manage their finances.
- Is a widow or widower whose spouse handled the finances.
- Suffers from a debilitating chronic disease or physical disability that makes managing the finances overwhelming or physically impossible.
- Has a cognitive disability that clouds their reasoning and causes memory issues, due to an age-related cognitive decline, a traumatic brain injury, or "chemo-brain."
- Has no family members whom they can ask for help.
- May not want to burden or involve their family with their finances.
- May not have a family member that they can trust.
- Feels that they are at risk for elder financial abuse.
Rest assured that as a Daily Money Manager, I can work
with you to develop a plan that will address your unique needs!
Call 650-464-4330 to schedule a free, one-hour consultation.
with you to develop a plan that will address your unique needs!
Call 650-464-4330 to schedule a free, one-hour consultation.