Personalized money management and financial support for busy professionals and older adults.
Meet Jessica
I've always believed managing money shouldn't leave you feeling overwhelmed or alone. I learned that firsthand when I began helping my mom stay on top of her bills. Seeing the difference that support made in her life led me to help other family members and friends with their finances too.
That experience, combined with my background in accounting, shaped the way I approach this work. I bring financial knowledge, while taking the time to understand each client, their needs, and what would make their finances feel easier.
For me, this is about more than paying bills and organizing paperwork. It's about being someone you can trust, knowing things are handled, and giving you back time and peace of mind for what matters most.
What is a Daily Money Manager?
A Daily Money Manager (DMM) is a professional who helps individuals and families manage their day-to-day finances, including bills, budgets, record keeping, and more.
Could a DMM Help You?
Daily Money Management can be helpful for:
- Older adults who want support staying on top of their finances while maintaining their independence.
- Busy professionals and families who don't have the time to manage every financial detail.
- Individuals going through a life transition such as the loss of a spouse, divorce, illness, or other major change.
- Family members or caregivers who need help managing a loved one's day-to-day finances.
A Commitment to Ethics
As a member of the American Association of Daily Money Managers (AADMM), I am committed to following its Standards of Practice and Code of Ethics, including professionalism, confidentiality, integrity, and acting in the best interests of my clients.