Personal Money Management
While my heart and one side of my brain is passionate about holding space for people grieving, the very organized and financially oriented part of me is fueled by supporting people with their finances and “life operations.”
I provide Personal Money Manager services to local clients and find great joy in this compassionate and tactical work. It is my goal to relieve the stress of these ongoing life tasks while supporting my clients in maintaining their dignity, agency and financial health.
Personal Business Assistance &
Organizational Services
A Personal Money Manager (also known as a Daily Money Manager) provides personal business assistance and other life organizational services to clients who have difficulty managing things on their own.
There are a range of services to include everything from organizing and keeping track of finances and insurance as well as check writing and maintaining bank accounts.
Who is served by a Personal Money Manager?
Personal Money Managers tend to work with older adults, busy professionals and people with temporary or permanent disabilities.
There are a variety of situations that lead to the need for a Personal Money Manager including change in physical or cognitive abilities, illness or loss of spouse or desire to use one’s time and energy in retirement to travel or engage in hobbies.
Types of Tasks a PMM could handle:
- Bill paying, including incorrect bills and misc. fees research
- Balancing checkbook and maintaining bank records
- Preparing and delivering bank deposits
- Organizing tax documents and other paperwork
- Negotiating with creditors and checking credit rating
- Deciphering medical insurance papers and verifying proper claims processing
- General organizational assistance; mail sorting and scam identification
- Referrals and coordination with legal, tax and investment professionals
As Your Personal Money Manager
I have bookkeeping, insurance, financial reporting, banking support, bill paying and invoicing, tax preparation, power of attorney and trustee experience for individuals and small businesses and I am in the process of formalizing my 15+ years of experience through the American Association of Daily Money Managers (AADMM) certification exam.
For more information, please contact me: mandy@mandymurphyco.com or 919-616-6158.