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aily Money Matters provides individuals and families with trusted, professional, and confidential assistance navigating personal finance issues.


    Services Offered:
  • Bill payment
  • Bank and credit card reconciliation
  • Processing of mail; financial organization
  • Budget creation; expense tracking
  • Cash flow analysis; financial reporting
  • Organization of income tax documentation for filing
  • Quicken financial software set-up and training/maintenance
  • Financial and medical advocate
  • Estate finalization assistance
  • Medical claims and appeals; long-term care filing
  • Accompany clients to financial, legal or medical appointments
  • Senior Living Transitions
  • Work with vendors/service providers
  • Provide resource referrals
  • Other services available...just ask!

“We initially hired Laura to provide financial and medical management for my father and stepmother but as the situation deteriorated, she did it all. Laura proved to be a person of superior integrity and accountability.”
Maureen,
Communications Consultant