Alison provides Daily Money Management services for seniors, busy individuals and families. She specializes in family finances and administration, household payroll, organizing tax paperwork, as well as setting up accounts and filing systems.
Since 2008 Alison has helped her clients in the San Francisco Bay Area with daily money management. 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.
AADMM Board Member
Steadfast in her belief that when your financial affairs are organized and under control, stress is released from all other areas of your life. Alison is an active board member of the American Association of Daily Money Managers (AADMM). She was recently quoted by AARP in an article about Managing Daily Finances on a Budget. Committed to the Code of Ethics established by the Association, she provides peace of mind to her clients.
- American Association of Daily Money Managers (AADMM), Board Member
- Professional Daily Money Manager, AADMM
- Avenidas Village, vetted vendor
- Los Altos Chamber of Commerce, member
- Rotary International, Los Altos Club Board Member
Esther Yang, Daily Money Manager
Esther believes that preparation and organization are essential to setting, managing, and achieving our financial goals. With a Masters Degree in Economics and 15+ years experience at a consulting & accounting firm, a large Fortune 500 company, and a small start-up, she understands the importance of client service. She works with clients to make existing processes more efficient or create new systems from the ground up. Esther is also a notary public, helping clients with official documents. As a resident of Mountain View, Esther enjoys local activities with her husband and two daughters.
Rosemary Grammer, Associate Daily Money Manager
Rosemary provides detailed record keeping and personalized customer service with her 15 years of experience in Non-Profit Accounting and Grants and Contracts Financial Analysis and Management. She works with clients to ensure their financial reports and processes are user-friendly, custom and efficient. Rosemary is a native to Santa Clara County, she enjoys knitting, reading, and traveling to New York City to visit her son.