Daily Money Management Services
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Hi, I'm Jennifer, Your Daily Money Manager
I am a dedicated money manager committed to guiding you towards financial success. With years of experience and a passion for helping others achieve their financial goals, I combine expertise with a personalized approach to provide tailored solutions for each client.
Services Provided
Financial Management
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Manage monthly income and expenses with personalized budget
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Prepare bills for payment
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Make bank deposits
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Organize tax related information
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Identify and handle billing disputes
Administrative Support
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Set up files for electronic or manual record - keeping systems
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Coordinate with client's professional advisors such as attorneys and CPA
Clients Served
- Seniors, older adults, and young adults
- People with disabilities
- People in life transition
- Busy Professionals
Business Details
Contact
412-889-3237
Location
Based in Pittsburgh, PA
Work remotely with clients all over the country