c|p daily money management
c|p daily money management
  • financial organizer
    Daily money manager

    Serving Fairfield County, Connecticut & Surrounding Areas


    Paying bills is a chore.

    So is disputing a claim with your health insurance.

    How about filing and maintaining your paperwork?

    Maybe you have better things to do.

    Maybe you're having difficulty managing these chores.

    daily money manager clients include:

    Seniors & Adult Children

    Busy Professionals

    High Net Worth Individuals

    Frequent Travelers

    People in Life Transitions

    Small Business & Non-Profits

    Service Area

    Providing Financial Organizing and Daily Money Management services in Fairfield County,  Connecticut, including Bethel, Bridgeport, Brookfield, Cos Cob, Danbury,  Darien, Easton, Fairfield, Greenwich, Monroe, New Caanan, New  Fairfield, Newtown, Norwalk, Old Greenwich, Redding, Ridgefield, Sandy  Hook, Shelton, Sherman, Southport, Stamford, Stratford, Trumbull,  Westport, Weston, Wilton.
     

    Virtual Financial Organizing and Daily Money Management services available for all other areas.
     

    c|p daily money management

    Wilton, Connecticut

    ( 203) 529-5162

    Hours

    By appointment only.

    Monday - Friday: 9am - 5pm

    HERE, NOW

    Check out this opinion piece by Elisabeth Rosenthal about the need for a 

    Financial Bill of Rights to protect consumers of health care from unfair charges. 

    https://nyti.ms/2HzRhmL

    Financial Organizing Tips from AADMM

    Sort mail as it arrives.

    Toss junk mail.

    Shred sensitive documents.

    Separate out bills and keep them together in one place. 

    File documents that you need to keep. 

    Create a filing system.

    Use a filing cabinet or electronic system.

    Label folders and files. 

    Shred receipts that you do not need. 

    Keep tax documents separate by year.

    Keep personal and business records separate. 

    Create a checklist of bills.

    Review monthly to make sure all bills have been received and paid. 

    Automate payments, if possible. 

    Create a list of accounts and creditors.

    Include pertinent information about bank accounts, brokerage accounts, credit cards, subscriptions, autopays, insurance, retirement plans, etc. 


    Create a list of important documents & contacts.

    Include wills, power of attorney, health care directives, life insurance policies and funeral arrangement plans. 

    Include a list of passwords or where they can be found. 

    Include key contacts such as attorney, clergy, accountant, doctors and close friends/relatives. 

    Tell your spouse/relative/POA where to locate your financial information.

    Designate someone to take charge of your finances should you become incapacitated and let them know how/where to access your financial information.