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Daily Money Management Services

Daily Money Managers provide personal assistance to clients who have difficulty managing their personal financial affairs. Daily Money Managers also provide information regarding community resources available to meet other client needs.

LifeBridge Solutions’s daily money management services include:

  • Organizing and maintaining personal records
  • Managing Mail
  • Personal bookkeeping, including bill payment and bank statement/credit card reconciliation
  • Cash flow planning, budgeting and financial coaching
  • Insurance claims advocacy
  • Professional referrals for accounting, legal, real estate, financial management and other services

Please visit American Association of Daily Money Managers for further information about Daily Money Management.