Why I Became a Daily Money Manager

My journey to becoming a Daily Money Manager stems from a genuine love of working with people and a passion for tracking and managing personal finances. I take pride in being a trusted resource for individuals who need assistance with the complexities of day-to-day financial management.

In particular, I focus on supporting seniors and busy professionals, providing them with the tools, guidance, and peace of mind they need to stay organized and in control of their financial lives. By offering compassionate, detail-oriented assistance, I help clients simplify their financial routines, empowering them to focus on the things that matter most.

My Professional Background

I hold a degree in Mathematics from Holy Cross College. Over the course of my career, I have held various roles, including:

- Project Coordinator for Design Logic,

- Systems Support Engineer for ISICAD Inc.,

- Program Coordinator for the VIBES Mentoring & Tutoring program

- Client Services Coordinator for Paragon Wealth Advisors.

Throughout my journey, client services and project management have been central themes. Not only am I good at it, but I genuinely enjoy it.

How I Can Help You

Simplify your life—or the life of someone you care about—by partnering with a dedicated and reliable Daily Money Manager. I provide compassionate and trustworthy support with essential day-to-day financial tasks, such as managing monthly bill payments, tracking expenses, organizing important documents, and reconciling accounts. Whether it’s coordinating with accountants, following up on medical bills, or preparing for tax season, I am here to ensure that everything runs smoothly and stress-free.

Let’s work together to make managing your finances easier and stress-free!