Daily Money Managers

A Daily Money Manager is someone who helps you take care of your day-to-day money management and personal business needs.

Daily Money Managers usually:

• Keep track of financial and medical insurance papers.
• Pay bills and communicate with creditors on your behalf.
• Balance your checkbook and maintain bank records.
• Prepare and deliver bank deposits.
• Organize tax documents.
• Read medical insurance papers and verify proper processing of claims. (See also: Hiring A Claims Professional.)
• Provide referrals to other financial professionals.
• Arrange for in-home care and medical appointments.
• Provide information regarding community resources.

Some Daily Money Managers can also:

• Notarize documents.
• Provide or arrange for transportation to and from appointments, including medical appointments.
• Help with moving arrangements.
• Act as a power-of-attorney.
• Handle paperwork related to employees in your home.

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