Do You Need a Daily Money Manager?

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One of the most common greetings is, “Hi, how are you?” More and more, the answer to that question for many people is simply, “busy”. It doesn’t really seem to matter what time of year it is, or even what phase of life one is in. The overwhelming consensus is that people have too much to do.

Some of our to-do lists are choices. For instance, perhaps you want to make homemade goodies as a thank you to your child’s teacher. But there are plenty of things on our lists that aren’t optional – like taking care of finances.

Between preparing for taxes (personal or business), checking for accuracy on medical and other bills, balancing checkbooks, and everyday things like making sure all bills are paid on time, it can feel overwhelming to stay on top of it all. And when stressed, you may even find things starting to fall through the cracks.

A Daily Money Manager is someone who can not only take care of all of that for you, but they can also negotiate with creditors, make calls to correct mistakes on bills, prepare and deliver bank deposits, and more.

The advantages of hiring a Daily Money Manager go far beyond clearing a few things off of your to-do list. The peace of mind that is possible when you know that a professional is taking care of everything and making sure nothing falls through the cracks can be priceless.

Daily Money Managers are for everyone, no matter how simple or complicated your finances. Some examples of the kinds of people who hire Daily Money Managers are:

·         Seniors and older adults
·         Adult children of older adults
·         Busy professionals
·         People with disabilities
·         High net worth individuals and families
·         Small businesses owners
·         Frequent travelers
·         Military personnel and veterans
·         Non-profit organizations
·         People in life transition

At Morgan Organizers, we genuinely enjoy creating systems and putting things in order. And because we are not only great at what we do, but we actually love doing it, we are able to provide a level of service that exceeds client expectations. Ask us for our references to see for yourself! 301-787-4010