CHECKS & BALANCES DAILY MONEY MANAGEMENT

My career in accounting and bookkeeping spans over 30 years, including eight years in the senior living industry where I became well-versed in Medicare, Medicaid and private insurance. I observed the need for additional money management assistance, especially with seniors and those with disabilities. A daily money manager's services work hand-in-hand with professional financial planners and tax accountants, but on a more personal, day-to-day fundamental level... The services I offer are designed to provide peace of mind and independence to the clients I serve, as well as help reduce stress and conflict within families dealing with their loved one's finances.

Also known as: Checks & Balances Daily Money Management, LLC

Primary location: Fort Collins United States