Bringing Order and Ease to the Financial Details of Life.

Financial responsibilities can become difficult to manage, particularly when life itself is changing. Mandy Murphy Co. provides experienced, personal Daily Money Management support for individuals and families who could use a trusted hand managing the details.

What We Do

Daily Money Management

Daily Money Management is practical, ongoing help with financial responsibilities and the everyday details you may no longer want or be able to handle alone. That can mean paying bills, tracking income and expenses, organizing financial information, managing insurance and reimbursements, coordinating tax and estate-related matters, or simply making sure important things don’t fall through the cracks.

For some clients, I manage these responsibilities directly. For others, I work alongside family members, attorneys, accountants, financial advisors, or care professionals. The role looks a little different for every client, but the goal is much the same: to create order, provide continuity, and bring peace of mind that the financial details are being handled.

HOW I HELP

Organize. Manage. Coordinate.

Every client’s situation is different, and the support I provide depends on what is needed. Most of my work falls into three areas, sometimes individually and often in combination.

Organize

Bring order to financial records, accounts, documents, and important information, creating practical systems that make things easier to understand and maintain.

Manage

Handle everyday financial responsibilities, including bill payment, account reconciliation, expense tracking, insurance matters, reimbursements, tax organization, and other ongoing details.

Coordinate

Work alongside family members, accountants, attorneys, financial advisors, and care providers to keep information moving, responsibilities clear, and important matters on track.

Who I Help

When Managing Everything Becomes Too Much

People reach out for all kinds of reasons.

Sometimes an older adult wants trusted help staying on top of financial responsibilities. Sometimes an adult child is trying to help a parent from across town or across the country. A spouse may have died or become ill, a divorce may have changed the financial landscape, or someone may suddenly find themselves responsible for things they have never managed before.

And sometimes a person or family simply realizes they would rather have experienced help keeping everything organized and moving forward.

These circumstances can involve much more than paperwork. Practical decisions often need to be made while individuals and families are also navigating uncertainty, change, and emotion.

Testimonials

Some Kind Words

As a CPA, I often see life events which cause clients to struggle with managing their financials and tax compliance matters. We are often asked if we are able to assist in organizing their financial lives. I am very grateful to have been introduced and continue to work with clients that have engaged Mandy to fill this role. Mandy is very organized, detailed, proactive to future expenditure needs and responsive to her clients and our request. Most importantly, from my perspective, Mandy truly cares and is passionate about our mutual client's well-being and assisting them with their day-to-day financial lives. My team and I value our partnership with her and will continue to work together to serve our mutual clients and assist future clients when the services are needed.

I refer my clients to Mandy because I trust her—and I am confident that my clients will be in the best of hands with her. Mandy is compassionate, honest and smart, and she takes her role very seriously—whether that role is helping people manage the logistics of their financial lives or whether it is serving as a fiduciary for them and their families. She is detail oriented and invests the time needed to understand her clients’ situations in a holistic way. In addition, she is familiar with legal and accounting concepts so she is able to help her clients navigate these often confusing areas.

About Mandy

The Relationship Behind the Work

I’m naturally drawn to details, problem-solving, and figuring out how all the pieces fit together, but what matters most to me is the relationship behind the work. My clients trust me with an unusually personal part of their lives, and I don’t take that lightly.

My background in grief support, along with more than 20 years of experience working with people and organizations through periods of change, continues to shape the way I work today.

Grief Support

Although my practice today is focused primarily on Daily Money Management, I continue to work selectively with individuals seeking grief support, primarily through personal and professional referrals.

Get in touch

Let's Connect

If you’re wondering whether Daily Money Management might be helpful for you, a family member, or a client, I’m happy to start with a conversation.

Tell me a little about what’s going on and what kind of help you’re looking for. We can talk about what you need and whether Mandy Murphy Co. might be a good fit.