Peace of mind through finanCIal organization

Personal and Household Financial Management

Offering a personalized approach to organize your financial matters at home, in your business and throughout your life. 

Daily Matters Organizing can help!

Clients include: 

Service Coordination with Professionals:

Articles 

March 11, 2024

Provided By AADMM:

Many of us have clients that are inundated with old-fashioned “snail” mail. The kind that comes via the mailman and that takes up space on desks, shelves and kitchen counters. Holiday catalogues followed by tax related mail at the beginning of year makes the first quarter of every year an organizational challenge. ........To stay on top of mail, you need both a system to capture it and a routine to process it. Following are some ways you can take control of your, and your clients’ mail. 

February 20, 2024

Provided By AADMM:

Many people who grew up during the depression era learned that it was not good to put all their eggs in one basket. The risk of losing the basket along with all their eggs was too high. This lesson applied to finances as well. Many individuals preferred to spread their money among a variety of different financial institutions because of their concern that a bank might fail and their funds would be lost.

November 14, 2023

Provided By AADMM:

Keeping track of your money can often feel like a separate career. It is easy to go from dedicating a few hours a month paying bills as you start your career to a much longer process as your assets and family grow. A Daily Money Manager (DMM) can help. DMMs are trusted professionals who pay bills, reconcile accounts, keep track of investments, organize tax documents, review and renew insurance coverage and other financial tasks – basically anything attached to a dollar sign. How do you know if you could benefit from a DMM? If any of these situations apply to you, it could be time to hire a DMM.

September 25, 2023

Provided By AADMM:

Enhancing Eldercare: An Overview

July 27, 2023

Provided By AADMM:

What You Can Do to Protect Yourself and Loved Ones.