Trusted Support for Your Daily Money Matters
What is a Daily Money Manager?
A Daily Money Manager (DMM) is a financial professional who helps individuals and families with everyday money matters. From paying bills and reconciling accounts to organizing financial records, a DMM provides the support you need to stay financially organized and reduce stress.
Who needs a Daily Money Manager?
If you are asking yourself any of these questions, schedule a free consultation to find out how Guiding Hands Financial can help restore your peace of mind.
– When will I ever find time to pay my bills?
– How can I stay on top of my mail and important paperwork?
– My spouse who handled our finances passed away. What do I do?
– Who can handle my finances for me if I become ill?
– Who can I trust to help my loved one manage their money?
The Story Behind Guiding Hands Financial
I founded Guiding Hands Financial after helping relatives who, in the wake of losing their spouses, were suddenly left to manage finances alone. While lawyers and advisors handled the big picture, countless day-to-day details remained. I stepped in to organize, simplify, and guide them so they could focus on moving forward.
With over 30 years of finance and treasury leadership, my mission is simple: to reduce stress, bring clarity, and provide peace of mind through personalized daily money management — always guided by integrity and trust.
How I Can Help
01.
Bill Management
Timely payment and organization of bills, reducing stress and avoiding missed deadlines.
02.
Account Reconciliation
Accurate tracking of accounts, ensuring records are always up to date.
03.
Fraud Monitoring
Proactive oversight for financial security and peace of mind.
04.
Life Transitions Support
Guidance through major changes such as loss of a partner, retirement, divorce, or relocation.
MY Approach
How I Simplify Your Daily Money Matters
Step-01
Understanding Your Needs
I begin with a personal consultation to understand your personal situation and goals.
Step-02
Developing Custom Solutions
Together, we design a customized plan that fits your needs.
Step-03
Ongoing Support
I provide continuous support, adjusting as your life and needs change.
Gain the Clarity & Peace of Mind You Need Today
Why Choose GUIDING HANDS FINANCIAL
Trusted Support for Your Everyday Finances
Personalized Support
One-on-one support tailored to your unique needs.
Experience You Can Trust
30+ years in accounting, finance, and treasury leadership.
Peace of Mind
Organized, reliable daily money management that reduces stress.
Proud Member Of:
Partner with Someone Who Understands the Details
Let’s talk about how I can make managing your day-to-day finances easier, more organized, and less stressful.