COVID-19 Update: All appointments are virtual until further notice

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Customized Solutions

Regardless  of whether you want assistance paying the bills, organizing your financial files and records, budgeting, medical claims management or complete handling of your daily finances, I offer a full range of services that can be tailored to fit your specific needs. 

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Why hire a Daily Money Manager?

A Daily Money Manager can provide you with the peace of mind that the daily finances are being attended to.  Mail gets opened, bills gets paid, bank accounts get reconciled, credit cards get monitored, medical claims get reimbursed, records get organized. Your privacy is important, complete discretion is guaranteed.

My Daily Money Management Clients Include:

Seniors & Adult Children

High Net Worth Individuals

Seniors & Adult Children

Busy Professionals

High Net Worth Individuals

Seniors & Adult Children

High Net Worth Individuals

High Net Worth Individuals

High Net Worth Individuals

Frequent Travelers

Small Business & Non-Profits

High Net Worth Individuals

People in Life Transitions

Small Business & Non-Profits

Small Business & Non-Profits

Small Business & Non-Profits

Small Business & Non-Profits

Small Business & Non-Profits

Certifications & Certificates

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Associations

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Certified Professional Organizer 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