Clients Who Benefit from Daily Money Management Services
  • The recently widowed
  • Individuals suffering from: Alzheimer's Disease or other dementia, stroke, arthritis, Parkinson's Disease, Multiple Sclerosis, macular degeneration, etc.
  • The Sandwich Generation (adult children caring for their parents while simultaneously raising their own children)
  • Estate Executors or Administrators
  • Adult children of older adults who live out of town or who don’t have time or ability to help
  • Older adults who would like someone to assist them with tax document compilation for their CPA
  • Individuals acting under Power of Attorney (attorney-in-fact) for another
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