You are here: Home Finances Managing Your ... Daily Money ... When You Start Work With ...
Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

Daily Money Managers

When You Start Work With A Daily Money Manager

« Previous


Questions to Ask: When hiring a Daily Money Manager,, ask the following questions:

  • Is there a charge for the first meeting?
  • Are you bonded or insured?
  • Are you willing to work with other members of my team? (Specify which members you contemplate, such as your lawyer and/or accountant.)
  • Will you charge me for the first meeting? (Some Daily Money Managers offer a free initial consultation.)
  • Are you connected with local organizations? If so, which ones?
  • What references can you provide, including phone numbers? (Call the references.)
  • How will you bill for your work?

Get a Contract: It is helpful to get a contract in writing. The contract can be a simple letter. It doesn't have to be complicated. The key is to spell out what the Daily Money Manager will do for you and at what cost.

It should also spell out your responsibilities so it is clear.

If things change over time, the contract can be changed (amended).

Please share how this information is useful to you. 0 Comments


Post a Comment Have something to add to this topic? Contact Us.

Characters remaining:

  • Allowed markup: <a> <i> <b> <em> <u> <s> <strong> <code> <pre> <p>
    All other tags will be stripped.