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Daily Money Manager Available (Ocala, FL)

I am a business professional with more than 16 years of accounting experience and am currently taking on daily money management clients.

My focus is to assist our senior/disabled population to maintain their daily financial life. My services include managing bill payments, monthly bank/credit card reconciliations and/or building household budgets.

My passion comes from seeing far too many of my friends, friends of friends and family be taken advantage of because they were unable or did not want to handle the finance portion of their lives.

I have excellent references and have my Bachelors and Masters degrees. I would be more than happy to speak on the phone or meet with you and/or your loved one(s) to discuss how my services could help lighten the stress of managing everyday financial health at home.

I look forward to hearing from you!
  • do NOT contact me with unsolicited services or offers

post id: 7020331189


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