Your Questions Answered

Frequently Asked Questions

What is a Daily Money Manager?

A Daily Money Manager (DMM) helps clients manage their day-to-day financial tasks, such as bill payments, bank statement reconciliation, and record organization.

What services do you offer?

We offer a variety of services including bill payment, check writing, bank and credit card statement reconciliation, tax document preparation, client advocacy, mail sorting and shredding, document notarization, errand running, and cleaning and yard work.

Do you provide legal, investment, or tax advice?

No, we do not offer legal, investment, or tax advice. However, we can coordinate with your advisors to ask the right questions and implement their suggestions.

What areas do you serve?

We serve Lancaster, Lebanon, and York counties.

How do I get started?

Can you help with organizing tax documents?

Yes, we organize tax documents and deliver them to your preparer.

Do you handle confidential documents?

Yes, we sort mail and securely handle the shredding of confidential documents, ensuring that all personal information is kept strictly confidential.

What is the cost of your services?

Costs vary depending on the services required. Contact us for a personalized quote.

Are your services customizable?

Yes, we offer services customized to each client’s specific needs.

How can I contact you?

You can contact us through our website, by phone, or via email.

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