Categories
Financial Services
Driving Directions:
Remote and onsite in Dana Point and surrounding South Orange County towns
About Us
A Daily Money Manager, I assist seniors, retirees, busy professionals and other individuals with organizing, securing and managing day-to-day financial affairs and personal paperwork. Services are customized to meet the needs of the individual and include things like paying bills, securing and organizing online passwords, assessing insurance policies, fraud and abuse prevention, reviewing medical bills, small business bookkeeping, budgeting, and organizing documents for estate planning and taxes.
