Category Archives: Financial Organization

The Debits & Credits of Bullet Journals

For some, budgeting is an exciting journey, exploring where one’s money goes each month. Others, well… let’s just say they’d prefer cleaning their bathroom over creating a budget and reviewing it each month. A bullet journal may be the way … Continue reading

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Vacation & Money Management

Schools out and Summer is here! Many of my clients are planning their vacations. Concerns about how they’ll manage their bills and overall money management concerns often arise. Before you pack that suitcase, here are a few things you can … Continue reading

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Your Life, Your Digital Assets

With the explosive use of technology in the last twenty years, how we manage our lives has dramatically changed. When taking stock of their finances, my clients are often surprised at how scattered and complicated their digital assets can be. Tweet

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What’s the Difference between a Daily Money Manager & Fiduciary?

As a daily money manager I get that question a lot. Both provide important financial-related services to their clients. Both have professional distinctions. Both hold positions of trust. So what’s the difference? I’ll happily explain the differences as well as the … Continue reading

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Banishing Paper Clutter Forever

I know that’s a bold statement. Yet, I believe you can really banish paper clutter forever… if you follow a few simple principles. Knowing that I help clients who struggle with paper — bills, important documents, and the like — a … Continue reading

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Personal Financial Management Tips for Surviving Holidays

As a Daily Money Manager, I’d be remiss if I didn’t talk about credit card debt and personal finance management during the holiday season. With the flurry of sales and other Black Friday specials, it can be all too easy … Continue reading

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Organizing Papers for Year End

We’re officially 52 days until the end of the year. With the holidays nearly upon us (actually some of my clients mark Halloween as the official start of the holiday season), it’s easy to let important paperwork slip. I’ve found that if … Continue reading

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Choosing A Bill Paying Method to Match Your Financial Style

Now that managing one’s financial life online is mainstream — and heavily marketed by most financial institutions — many of my clients feel pressured to adopt electronic bill paying methods. Going against your natural financial management style is never a … Continue reading

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Common Financial Goal: Paying Bills On Time & Easily

As a Daily Money Manager I routinely help my clients achieve a specific financial goal: pay bills on time and create a system that’s easy for them to manage. In previous posts, I’ve talked a lot about reducing paper clutter, … Continue reading

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Financial Organization: A Weekly Habit

Probably the most important habit of financial organization is maintaining your in-flow and out-flow systems. If you know how to handle each financial related tasks and their accompanying paperwork or electronic version as they come in, then it can’t pile … Continue reading

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