Please contact me if you are interested in working together. We can discuss your
goals and projects over the phone and decide how to proceed. The first session for the Daily Money
Management client could be for reviewing assets, bills, office files and determining
the course of my services. This could also include sorting, purging and
organization of a client’s backlog of mail, bills, or financial statements. Depending on the client’s needs, I can see
them every week, once a month, or as needed.