We serve senior citizens, people with physical or mental disabilities, people who are coping with serious medical conditions and legal agents (POA), trustees and estate executors.
We offer in-home daily money management to help our clients manage their financial paperwork, including mail, bills, files, insurance claims and more.
We start with a free initial consultation at your home. This is an opportunity for you to meet your Daily Money Manager and for us to listen to your needs, see your paperwork, and make an assessment of how to move forward. If you have supporters such as family members, friends or even your accountant or attorney, they are all welcome at this meeting.
Once we are engaged, we visit you regularly so your finances remain current and accurate.
Street: P.O. Box 1469 Suite:
Rockville, MD 20849
Web: Company Website