Alison provides Daily Money Management services for seniors, busy individuals and small business owners. She specializes in family finances and administration, household payroll, organizing tax paperwork, as well as setting up accounts and filing systems for small businesses.
A busy mother of two and the adult child of an aging parent, she is empathetic to the special needs of busy professionals and seniors. With first-hand experience, she has a wealth of knowledge and resources she routinely uses with her clients. With over twenty years of experience in administrative and financial operations, Alison has managed staff, coordinated special events and conferences, and created publications and reports for a variety of organizations.
Adept in Quicken, QuickBooks, on-line banking systems, as well as good old pen and paper, Alison uses the tools that fit each client’s individual needs. Whatever your preferred system and comfort level, she provides personalized attention.
Steadfast in her belief that when your financial affairs are organized and under control, stress is released from all other areas of your life. As a proud member and board member elect of the American Association of Daily Money Managers (AADMM), Alison is fully committed to the Code of Ethics established by the Association. Along with her personal integrity, she provides peace of mind to her clients.
Affiliations:
- American Association of Daily Money Managers, Board Member Elect
- Avenidas Village (Vetted Vendor)
- Palo Alto Los Altos Chamber of Commerce
