A Daily Money Manager provides personal financial support to individuals and families. I help with day-to-day tasks like budgeting, organizing bills, tracking spending, and preparing financial records to share with tax, legal, or financial professionals.

Many professional DMMs are also members of the field’s trade association, the American Association of Daily Money Managers (AADMM), which promotes ethical standards, best practices, and continuing education. Learn More.

It’s important to note that a DMM does not replace your Certified Public Accountant (CPA), Certified Financial Planner (CFP), attorney. Rather than replacing these professionals, a Daily Money Manager supports the responsibilities you would otherwise handle yourself. In that role, I often work in partnership with your trusted advisors to help ensure your overall financial life is well-coordinated and organized.

I work with busy professionals, high net-worth individuals, older adults, trustees, caregivers, and anyone feeling overwhelmed by day-to-day financial tasks. Whether you’re navigating life changes, supporting a loved one, or just want more peace of mind, I’m here to help.

Services include bill payment support, budgeting and cash flow tracking, financial document organization, assistance with trust-related financial management, and more. Each engagement is tailored to the client’s needs. Visit our Services page for more information.

No, I do not manage investments or give financial advice. I work alongside your existing professionals—such as financial advisors, attorneys, and accountants—to support your everyday financial life.

Yes. I regularly collaborate with clients’ trusted professionals, including financial planners, accountants, attorneys, and fiduciaries. My role is to support your everyday financial life while ensuring clear communication and coordination with your broader financial team.

I offer both hourly rates and monthly retainer options, depending on the scope of work. We’ll discuss your needs during an initial consultation and create a plan that works for you.

Both! I’m based on Cape Cod and offer in-person services locally. I also work with clients virtually, depending on comfort level and location.

Start by reaching out through our Contact page. We’ll talk through your needs, see if we’re a good fit, and outline next steps.