
Puget Sound Daily Money Manager
Helping seniors and busy professionals with their day-to-day finances
Our Services
Personalized Financial Care
Monthly bill paying
Account reconciliation
Expense tracking
Records Management
Medical bill tracking
Organizing documents
Tax organizer preparation
Liaison & Coordination
Local and out of town relatives
Geriatric care managers
Accountant, attorney, financial advisor
I became a Daily Money Manager because I love working with people and have a passion for tracking and managing personal finances. I am a trusted resource for seniors and busy professionals who need support with their day-to-day finances.