Archives for Mary’s Daughter

Daily Money Managers: A helping hand with bill paying and financial matters

“When should I contact a daily money manager to help pay overdue bills or organize financial paperwork?” is a question I’ve been asked by potential clients and family members as well as other professionals.   My answer is whenever the individual and/or their family feel they want assistance in handling the finances for either themselves or a loved one.   If there are questions and/or concerns, they can request a free  60 minute consultation where we can discuss whether daily money management services would
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Back to Basics: What is Daily Money Management?

It seems like yesterday that I started Mary’s Daughter, but it has actually been over 5 years! What an amazing journey it has been!  Some people are unclear what I do as a daily money manager. so I thought it was time to “get back to basics” and explain how I serve the seniors and veterans who are my clients.     I help seniors and veterans with bill paying, opening and sorting mail, reviewing financial statements and organizing important medical and financial
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Money Does Matter but People Matter More

  A few years ago at a networking event, I was encouraged to create a tagline for my business. Being a concrete thinker, I came up with “a Daily Money Manager for seniors and veterans” and “Helping older adults and veterans with their money”.  There were a few others that I can’t even remember, which is probably a good thing!   However, there was one I really liked which was created by my fellow DMM colleague and friend, Judy Fowler. Her tagline is
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Here are 5 Frequently Asked Questions (FAQ) about Mary’s Daughter and Daily Money Management

In celebration of the 5th year anniversary of Mary’s Daughter on August 1st, I’d like to share 5 questions that people have most often asked me.  I hope this provides some answers for those of you who are unfamiliar with Daily Money Management services and helps to clarify how I work with clients. So let’s get started… What exactly is a Daily Money manager and what do you do? Daily money managers (DMMs) are professionals who provide
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November Happenings with Mary’s Daughter!

  The leaves are changing, the air is cooler and the days are longer. It’s almost that time again…No, not Halloween or Thanksgiving….it’s the 2015 Annual Conference of Daily Money Managers (www.aadmm.com) which is being held in Scottsdale, AZ on November 6-8. This will be my 4th year attending the conference, and I always return home with lots of great information. Here’s a quick peek at some of the workshops being offered:  Elder Abuse, Documenting Digital Assets, the
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What happens after I call a Daily Money Manager?

Welcome to the 3rd installment of my series about Daily Money management. When someone initially contacts me to request information about my services, I discuss what I do as a Daily Money manager (DMM) and ask if they would like to meet with me to discuss their specific situation. Usually I meet with prospective clients in their home or other residence (assisted living facility). I do not charge for the initial consultation which usually takes about
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